Beacon Pointe Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$316K	Buy	5,649 +488	+9%	+$27.7K	0.06%	209
2019 Q3	$301K	Sell	5,161 -635	-11%	-$36.1K	0.06%	214
2019 Q2	$338K	Hold	5,796	–	–	0.07%	202
2019 Q1	$314K	Buy	5,796 +147	+3%	+$8.13K	0.07%	203
2018 Q4	$280K	Buy	+5,649	New	+$309K	0.1%	177

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Beacon Pointe Wealth Advisors's TD Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Toronto Dominion Bank (TD) stake by 9.5% in Q4 2019, buying an estimated $27.7K and bringing the position to 5,649 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #209.

Beacon Pointe Wealth Advisors first reported a position in TD in Q4 2018 and has held it in 5 quarters since. The position peaked at $338K in Q2 2019. 638 funds tracked by Wall St. Rank hold TD as of Q4 2019.

Beacon Pointe Wealth Advisors held 5,649 shares of Toronto Dominion Bank worth $316K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 488 Toronto Dominion Bank shares in Q4 2019, an estimated $27.7K.
Toronto Dominion Bank made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #209 holding.
Beacon Pointe Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Toronto Dominion Bank position peaked at $338K in Q2 2019.
638 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.