JPLA
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Joseph P. Lucia & Associates’s Toronto Dominion Bank TD Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-19
Closed -$1K – 624
2021
Q1 		$1K Buy
+19
New +$1.16K ﹤0.01% 548

Other funds holding TD

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Joseph P. Lucia & Associates's TD Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of Toronto Dominion Bank (TD) in Q2 2021, closing a stake of 19 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in TD in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 649 funds tracked by Wall St. Rank hold TD as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining Toronto Dominion Bank position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 19 Toronto Dominion Bank shares in Q2 2021, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Toronto Dominion Bank in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Toronto Dominion Bank position peaked at $1K in Q1 2021.
  • 649 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.