Blueprint Investment Partners’s Toronto Dominion Bank TD Stock Holding History

Blueprint Investment Partners’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	-4,386	Closed	-$263K	–	230
2023 Q1	$263K	Buy	4,386 +1,037	+31%	+$67K	0.06%	199
2022 Q4	$217K	Buy	+3,349	New	+$216K	0.05%	209
2022 Q2	–	Sell	-4,356	Closed	-$346K	–	215
2022 Q1	$346K	Buy	4,356 +2,498	+134%	+$201K	0.09%	125
2021 Q4	$142K	Buy	+1,858	New	+$135K	0.04%	215

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Blueprint Investment Partners's TD Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 4,386 shares — an estimated $263K sold.

Blueprint Investment Partners first reported a position in TD in Q4 2021 and held it in 4 quarters. The position peaked at $346K in Q1 2022. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Blueprint Investment Partners reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Blueprint Investment Partners sold 4,386 Toronto Dominion Bank shares in Q2 2023, an estimated $263K.
Blueprint Investment Partners first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 4 quarters.
Blueprint Investment Partners's Toronto Dominion Bank position peaked at $346K in Q1 2022.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.