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Core Wealth Advisors (Florida)’s Toronto Dominion Bank TD Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q1 		– Sell
-35
Closed -$2K – 170
2019
Q4 		$2K Buy
+35
New +$1.99K ﹤0.01% 119

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Core Wealth Advisors (Florida)'s TD Position: Q1 2020 in Review

Core Wealth Advisors (Florida) sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 35 shares — an estimated $2K sold.

Core Wealth Advisors (Florida) first reported a position in TD in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 571 funds tracked by Wall St. Rank hold TD as of Q1 2020.

  • Core Wealth Advisors (Florida) reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 35 Toronto Dominion Bank shares in Q1 2020, an estimated $2K.
  • Core Wealth Advisors (Florida) first reported a position in Toronto Dominion Bank in Q4 2019 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Toronto Dominion Bank position peaked at $2K in Q4 2019.
  • 571 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2020, filed 29 Apr 2020.