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Independent Solutions Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Independent Solutions 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
2020
Q1 		– Sell
-10,111
Closed -$568K – 152
2019
Q4 		$568K Buy
+10,111
New +$573K 0.25% 81

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Fidelity International
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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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Independent Solutions Wealth Management's TD Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 10,111 shares — an estimated $568K sold.

Independent Solutions Wealth Management first reported a position in TD in Q4 2019 and held it in 1 quarter. The position peaked at $568K in Q4 2019. 572 funds tracked by Wall St. Rank hold TD as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 10,111 Toronto Dominion Bank shares in Q1 2020, an estimated $568K.
  • Independent Solutions Wealth Management first reported a position in Toronto Dominion Bank in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Toronto Dominion Bank position peaked at $568K in Q4 2019.
  • 572 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.