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 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

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

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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. 572 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.
572 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.