Herold Advisors’s Toronto Dominion Bank TD Stock Holding History

Herold 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	-1,600	Closed	-$127K	–	619
2022 Q1	$127K	Buy	+1,600	New	+$129K	0.05%	244
2021 Q4	–	Sell	-400	Closed	-$26K	–	594
2021 Q3	$26K	Buy	+400	New	+$26.7K	0.01%	481

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Herold Advisors's TD Position: Q2 2022 in Review

Herold Advisors sold out of Toronto Dominion Bank (TD) in Q2 2022, closing a stake of 1,600 shares — an estimated $127K sold.

Herold Advisors first reported a position in TD in Q3 2021 and held it in 2 quarters. The position peaked at $127K in Q1 2022. 714 funds tracked by Wall St. Rank hold TD as of Q2 2022.

Herold Advisors reported no remaining Toronto Dominion Bank position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,600 Toronto Dominion Bank shares in Q2 2022, an estimated $127K.
Herold Advisors first reported a position in Toronto Dominion Bank in Q3 2021 and held it in 2 quarters.
Herold Advisors's Toronto Dominion Bank position peaked at $127K in Q1 2022.
714 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.