Kore Private Wealth’s Toronto Dominion Bank TD Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-424	Closed	-$18K	–	985
2020 Q2	$18K	Sell	424 -1,023	-71%	-$43.5K	﹤0.01%	674
2020 Q1	$61K	Buy	1,447 +936	+183%	+$48K	0.01%	382
2019 Q4	$29K	Buy	+511	New	+$29K	0.01%	571
2019 Q2	–	Sell	-163	Closed	-$9K	–	719
2019 Q1	$9K	Sell	163 -12	-7%	-$663	﹤0.01%	648
2018 Q4	$9K	Buy	+175	New	+$9.58K	﹤0.01%	584

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Kore Private Wealth's TD Position: Q3 2020 in Review

Kore Private Wealth sold out of Toronto Dominion Bank (TD) in Q3 2020, closing a stake of 424 shares — an estimated $18K sold.

Kore Private Wealth first reported a position in TD in Q4 2018 and held it in 5 quarters. The position peaked at $61K in Q1 2020. 539 funds tracked by Wall St. Rank hold TD as of Q3 2020.

Kore Private Wealth reported no remaining Toronto Dominion Bank position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 424 Toronto Dominion Bank shares in Q3 2020, an estimated $18K.
Kore Private Wealth first reported a position in Toronto Dominion Bank in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Toronto Dominion Bank position peaked at $61K in Q1 2020.
539 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.