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Harvest Group Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Harvest Group Wealth Management’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
2023
Q1 		$2.88K Hold
48
– – ﹤0.01% 109
2022
Q4 		$3.11K Hold
48
– – ﹤0.01% 100
2022
Q3 		$3K Buy
48
+18
+60% +$1.17K ﹤0.01% 103
2022
Q2 		$2K Buy
+30
New +$2.18K ﹤0.01% 137

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Harvest Group Wealth Management's TD Position: Q1 2023 in Review

Harvest Group Wealth Management held its Toronto Dominion Bank (TD) position steady in Q1 2023 at 48 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

Harvest Group Wealth Management first reported a position in TD in Q2 2022 and has held it in 4 quarters since. The position peaked at $3.11K in Q4 2022. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

  • Harvest Group Wealth Management held 48 shares of Toronto Dominion Bank worth $2.88K as of Q1 2023.
  • Harvest Group Wealth Management left its Toronto Dominion Bank share count unchanged in Q1 2023.
  • Toronto Dominion Bank made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #109 holding.
  • Harvest Group Wealth Management first reported a position in Toronto Dominion Bank in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's Toronto Dominion Bank position peaked at $3.11K in Q4 2022.
  • 695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.