Beaird Harris Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Beaird Harris Wealth Management’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
2023 Q2	–	Sell	-300	Closed	-$18K	–	493
2023 Q1	$18K	Hold	300	–	–	﹤0.01%	233
2022 Q4	$19.4K	Hold	300	–	–	﹤0.01%	258
2022 Q3	$18K	Buy	+300	New	+$19.4K	﹤0.01%	239
2022 Q2	–	Sell	-300	Closed	-$24K	–	591
2022 Q1	$24K	Hold	300	–	–	0.01%	239
2021 Q4	$23K	Buy	+300	New	+$21.9K	0.01%	316

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Beaird Harris Wealth Management's TD Position: Q2 2023 in Review

Beaird Harris Wealth Management sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 300 shares — an estimated $18K sold.

Beaird Harris Wealth Management first reported a position in TD in Q4 2021 and held it in 5 quarters. The position peaked at $24K in Q1 2022. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Beaird Harris Wealth Management reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 300 Toronto Dominion Bank shares in Q2 2023, an estimated $18K.
Beaird Harris Wealth Management first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 5 quarters.
Beaird Harris Wealth Management's Toronto Dominion Bank position peaked at $24K in Q1 2022.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.