Evolution Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-760	Closed	-$50K	–	572
2021 Q3	$50K	Buy	760 +150	+25%	+$10K	0.01%	212
2021 Q2	$43K	Hold	610	–	–	0.01%	223
2021 Q1	$40K	Buy	610 +170	+39%	+$10.4K	0.01%	218
2020 Q4	$25K	Buy	+440	New	+$22.3K	0.01%	238
2019 Q1	–	Sell	-269	Closed	-$13K	–	147
2018 Q4	$13K	Buy	+269	New	+$14.7K	0.01%	121

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Evolution Wealth Advisors's TD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q4 2021, closing a stake of 760 shares — an estimated $50K sold.

Evolution Wealth Advisors first reported a position in TD in Q4 2018 and held it in 5 quarters. The position peaked at $50K in Q3 2021. 726 funds tracked by Wall St. Rank hold TD as of Q4 2021.

Evolution Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 760 Toronto Dominion Bank shares in Q4 2021, an estimated $50K.
Evolution Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2018 and held it in 5 quarters.
Evolution Wealth Advisors's Toronto Dominion Bank position peaked at $50K in Q3 2021.
726 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.