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

HHM 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
2024 Q3	–	Sell	-33	Closed	-$1.81K	–	828
2024 Q2	$1.81K	Buy	+33	New	+$1.87K	﹤0.01%	711
2022 Q3	–	Sell	-417	Closed	-$27K	–	796
2022 Q2	$27K	Buy	+417	New	+$30.3K	0.01%	378
2021 Q3	–	Sell	-150	Closed	-$11K	–	658
2021 Q2	$11K	Hold	150	–	–	﹤0.01%	470
2021 Q1	$10K	Hold	150	–	–	﹤0.01%	451
2020 Q4	$8K	Sell	150 -200	-57%	-$10.1K	﹤0.01%	436
2020 Q3	$16K	Hold	350	–	–	0.01%	344
2020 Q2	$16K	Hold	350	–	–	0.01%	331
2020 Q1	$15K	Buy	+350	New	+$18K	0.01%	329

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

HHM Wealth Advisors's TD Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 33 shares — an estimated $1.81K sold.

HHM Wealth Advisors first reported a position in TD in Q1 2020 and held it in 8 quarters. The position peaked at $27K in Q2 2022. 689 funds tracked by Wall St. Rank hold TD as of Q3 2024.

HHM Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
HHM Wealth Advisors sold 33 Toronto Dominion Bank shares in Q3 2024, an estimated $1.81K.
HHM Wealth Advisors first reported a position in Toronto Dominion Bank in Q1 2020 and held it in 8 quarters.
HHM Wealth Advisors's Toronto Dominion Bank position peaked at $27K in Q2 2022.
689 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.