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GoalVest Advisory’s Toronto Dominion Bank TD Stock Holding History

GoalVest Advisory’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
Q3 		– Sell
-272
Closed -$17K – 305
2022
Q2 		$17K Buy
+272
New +$19.8K 0.01% 231

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GoalVest Advisory's TD Position: Q3 2022 in Review

GoalVest Advisory sold out of Toronto Dominion Bank (TD) in Q3 2022, closing a stake of 272 shares — an estimated $17K sold.

GoalVest Advisory first reported a position in TD in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 674 funds tracked by Wall St. Rank hold TD as of Q3 2022.

  • GoalVest Advisory reported no remaining Toronto Dominion Bank position as of Q3 2022 after selling out during the quarter.
  • GoalVest Advisory sold 272 Toronto Dominion Bank shares in Q3 2022, an estimated $17K.
  • GoalVest Advisory first reported a position in Toronto Dominion Bank in Q2 2022 and held it in 1 quarter.
  • GoalVest Advisory's Toronto Dominion Bank position peaked at $17K in Q2 2022.
  • 674 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on GoalVest Advisory's 13F filing for Q3 2022, filed 11 Oct 2022.