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

IBEX 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	-203	Closed	-$13K	–	399
2021 Q3	$13K	Buy	+203	New	+$13.5K	﹤0.01%	347

Other funds holding TD

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

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

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

IBEX Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q4 2021, closing a stake of 203 shares — an estimated $13K sold.

IBEX Wealth Advisors first reported a position in TD in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 726 funds tracked by Wall St. Rank hold TD as of Q4 2021.

IBEX Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 203 Toronto Dominion Bank shares in Q4 2021, an estimated $13K.
IBEX Wealth Advisors first reported a position in Toronto Dominion Bank in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Toronto Dominion Bank position peaked at $13K in Q3 2021.
726 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.