Crescent Grove Advisors’s Toronto Dominion Bank TD Stock Holding History

Crescent Grove Advisors’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 Q2	–	Sell	-4,791	Closed	-$381K	–	296
2022 Q1	$381K	Buy	4,791 +1,209	+34%	+$97.4K	0.04%	199
2021 Q4	$275K	Buy	3,582 +99	+3%	+$7.22K	0.03%	246
2021 Q3	$230K	Sell	3,483 -1,427	-29%	-$95.1K	0.02%	237
2021 Q2	$344K	Buy	4,910 +876	+22%	+$61.3K	0.04%	177
2021 Q1	$263K	Buy	+4,034	New	+$246K	0.03%	177

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Crescent Grove Advisors's TD Position: Q2 2022 in Review

Crescent Grove Advisors sold out of Toronto Dominion Bank (TD) in Q2 2022, closing a stake of 4,791 shares — an estimated $381K sold.

Crescent Grove Advisors first reported a position in TD in Q1 2021 and held it in 5 quarters. The position peaked at $381K in Q1 2022. 714 funds tracked by Wall St. Rank hold TD as of Q2 2022.

Crescent Grove Advisors reported no remaining Toronto Dominion Bank position as of Q2 2022 after selling out during the quarter.
Crescent Grove Advisors sold 4,791 Toronto Dominion Bank shares in Q2 2022, an estimated $381K.
Crescent Grove Advisors first reported a position in Toronto Dominion Bank in Q1 2021 and held it in 5 quarters.
Crescent Grove Advisors's Toronto Dominion Bank position peaked at $381K in Q1 2022.
714 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2022.

Based on Crescent Grove Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.