Capital Asset Advisory Services’s Toronto Dominion Bank TD Stock Holding History

Capital Asset Advisory Services’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	-7,205	Closed	-$442K	–	513
2022 Q3	$442K	Sell	7,205 -2,816	-28%	-$182K	0.06%	188
2022 Q2	$657K	Sell	10,021 -535	-5%	-$38.9K	0.07%	190
2022 Q1	$838K	Buy	+10,556	New	+$851K	0.09%	177
2021 Q1	–	Sell	-607	Closed	-$34K	–	1417
2020 Q4	$34K	Buy	+607	New	+$30.8K	0.01%	712

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

Capital Asset Advisory Services's TD Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of Toronto Dominion Bank (TD) in Q4 2022, closing a stake of 7,205 shares — an estimated $442K sold.

Capital Asset Advisory Services first reported a position in TD in Q4 2020 and held it in 4 quarters. The position peaked at $838K in Q1 2022. 709 funds tracked by Wall St. Rank hold TD as of Q4 2022.

Capital Asset Advisory Services reported no remaining Toronto Dominion Bank position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 7,205 Toronto Dominion Bank shares in Q4 2022, an estimated $442K.
Capital Asset Advisory Services first reported a position in Toronto Dominion Bank in Q4 2020 and held it in 4 quarters.
Capital Asset Advisory Services's Toronto Dominion Bank position peaked at $838K in Q1 2022.
709 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.