Bellevue Asset Management’s Toronto Dominion Bank TD Stock Holding History

Bellevue Asset 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
2022 Q3	–	Sell	-200	Closed	-$13K	–	509
2022 Q2	$13K	Hold	200	–	–	0.01%	274
2022 Q1	$16K	Hold	200	–	–	0.01%	276
2021 Q4	$15K	Hold	200	–	–	0.01%	298
2021 Q3	$13K	Hold	200	–	–	0.01%	316
2021 Q2	$14K	Hold	200	–	–	0.01%	312
2021 Q1	$13K	Hold	200	–	–	0.01%	337
2020 Q4	$12K	Hold	200	–	–	0.01%	336
2020 Q3	$9K	Hold	200	–	–	0.01%	345
2020 Q2	$9K	Hold	200	–	–	0.01%	343
2020 Q1	$8K	Buy	200 +100	+100%	+$5.13K	0.01%	356
2019 Q4	$6K	Buy	+100	New	+$5.67K	﹤0.01%	345

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bellevue Asset Management's TD Position: Q3 2022 in Review

Bellevue Asset Management sold out of Toronto Dominion Bank (TD) in Q3 2022, closing a stake of 200 shares — an estimated $13K sold.

Bellevue Asset Management first reported a position in TD in Q4 2019 and held it in 11 quarters. The position peaked at $16K in Q1 2022. 674 funds tracked by Wall St. Rank hold TD as of Q3 2022.

Bellevue Asset Management reported no remaining Toronto Dominion Bank position as of Q3 2022 after selling out during the quarter.
Bellevue Asset Management sold 200 Toronto Dominion Bank shares in Q3 2022, an estimated $13K.
Bellevue Asset Management first reported a position in Toronto Dominion Bank in Q4 2019 and held it in 11 quarters.
Bellevue Asset Management's Toronto Dominion Bank position peaked at $16K in Q1 2022.
674 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on Bellevue Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.