BerganKDV Wealth Management’s Toronto Dominion Bank TD Stock Holding History

BerganKDV 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	$9.8K	Buy	158 +3	+2%	+$180	﹤0.01%	558
2023 Q1	$9.29K	Buy	+155	New	+$10K	﹤0.01%	616
2020 Q2	–	Sell	-72	Closed	-$3K	–	1088
2020 Q1	$3K	Hold	72	–	–	﹤0.01%	696
2019 Q4	$4K	Hold	72	–	–	﹤0.01%	679
2019 Q3	$4K	Hold	72	–	–	﹤0.01%	592
2019 Q2	$4K	Hold	72	–	–	﹤0.01%	618
2019 Q1	$4K	Hold	72	–	–	﹤0.01%	621
2018 Q4	$4K	Buy	+72	New	+$3.94K	﹤0.01%	573

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

BerganKDV Wealth Management's TD Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Toronto Dominion Bank (TD) stake by 1.9% in Q2 2023, buying an estimated $180 and bringing the position to 158 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

BerganKDV Wealth Management first reported a position in TD in Q4 2018 and has held it in 8 quarters since. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

BerganKDV Wealth Management held 158 shares of Toronto Dominion Bank worth $9.8K as of Q2 2023.
BerganKDV Wealth Management bought 3 Toronto Dominion Bank shares in Q2 2023, an estimated $180.
Toronto Dominion Bank made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #558 holding.
BerganKDV Wealth Management first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 8 quarters since.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.