Brandywine Oak Private Wealth’s Toronto Dominion Bank TD Stock Holding History

Brandywine Oak Private Wealth’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 Q4	–	Sell	-3,703	Closed	-$227K	–	291
2022 Q3	$227K	Sell	3,703 -1,161	-24%	-$75.2K	0.03%	263
2022 Q2	$318K	Buy	4,864 +66	+1%	+$4.79K	0.04%	227
2022 Q1	$381K	Sell	4,798 -341	-7%	-$27.5K	0.04%	225
2021 Q4	$394K	Buy	5,139 +1,597	+45%	+$116K	0.04%	220
2021 Q3	$234K	Buy	3,542 +1	+0%	+$67	0.03%	303
2021 Q2	$248K	Buy	3,541 +1	+0%	+$70	0.03%	284
2021 Q1	$230K	Buy	+3,540	New	+$216K	0.03%	253
2020 Q4	–	Sell	-8,317	Closed	-$384K	–	280
2020 Q3	$384K	Sell	8,317 -2,263	-21%	-$105K	0.06%	161
2020 Q2	$472K	Sell	10,580 -3,249	-23%	-$138K	0.08%	139
2020 Q1	$588K	Sell	13,829 -16,158	-54%	-$829K	0.12%	96
2019 Q4	$1.68M	Sell	29,987 -1,492	-5%	-$84.6K	0.31%	53
2019 Q3	$1.83M	Buy	31,479 +164	+0.5%	+$9.32K	0.35%	48
2019 Q2	$1.83M	Buy	31,315 +402	+1%	+$22.6K	0.37%	46
2019 Q1	$1.68M	Sell	30,913 -36	-0.1%	-$1.99K	0.35%	46
2018 Q4	$1.54M	Buy	+30,949	New	+$1.69M	0.35%	51

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

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

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

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

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

Brandywine Oak Private Wealth's TD Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Toronto Dominion Bank (TD) in Q4 2022, closing a stake of 3,703 shares — an estimated $227K sold.

Brandywine Oak Private Wealth first reported a position in TD in Q4 2018 and held it in 15 quarters. The position peaked at $1.83M in Q3 2019. 709 funds tracked by Wall St. Rank hold TD as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining Toronto Dominion Bank position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,703 Toronto Dominion Bank shares in Q4 2022, an estimated $227K.
Brandywine Oak Private Wealth first reported a position in Toronto Dominion Bank in Q4 2018 and held it in 15 quarters.
Brandywine Oak Private Wealth's Toronto Dominion Bank position peaked at $1.83M in Q3 2019.
709 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.