Laurel Wealth Advisors (California)’s Toronto Dominion Bank TD Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$690K	Buy	10,659 +350	+3%	+$22.6K	0.07%	291
2022 Q3	$632K	Hold	10,309	–	–	0.07%	294
2022 Q2	$676K	Hold	10,309	–	–	0.07%	288
2022 Q1	$819K	Sell	10,309 -550	-5%	-$44.3K	0.07%	287
2021 Q4	$833K	Hold	10,859	–	–	0.06%	312
2021 Q3	$718K	Hold	10,859	–	–	0.13%	183
2021 Q2	$761K	Hold	10,859	–	–	0.1%	209
2021 Q1	$708K	Hold	10,859	–	–	0.11%	198
2020 Q4	$613K	Hold	10,859	–	–	0.09%	216
2020 Q3	$502K	Buy	10,859 +550	+5%	+$25.6K	0.08%	227
2020 Q2	$460K	Hold	10,309	–	–	0.08%	232
2020 Q1	$437K	Sell	10,309 -965	-9%	-$49.5K	0.1%	217
2019 Q4	$633K	Sell	11,274 -7	-0.1%	-$397	0.11%	209
2019 Q3	$657K	Buy	11,281 +1,081	+11%	+$61.5K	0.11%	202
2019 Q2	$595K	Hold	10,200	–	–	0.13%	173
2019 Q1	$554K	Sell	10,200 -44	-0.4%	-$2.43K	0.14%	174
2018 Q4	$509K	Hold	10,244	–	–	0.15%	157
2018 Q3	$622K	Hold	10,244	–	–	0.15%	148
2018 Q2	$592K	Buy	10,244 +44	+0.4%	+$2.52K	0.16%	143
2018 Q1	$597K	Hold	10,200	–	–	0.18%	126
2017 Q4	$597K	Hold	10,200	–	–	0.17%	145
2017 Q3	$573K	Hold	10,200	–	–	0.19%	126
2017 Q2	$513K	Sell	10,200 -20	-0.2%	-$965	0.18%	139
2017 Q1	$511K	Buy	+10,220	New	+$522K	0.2%	128

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Toronto Dominion Bank (TD) stake by 3.4% in Q4 2022, buying an estimated $22.6K and bringing the position to 10,659 shares worth $690K. The position accounts for 0.07% of the portfolio, ranked #291.

Laurel Wealth Advisors (California) first reported a position in TD in Q1 2017 and has held it in 24 quarters since. The position peaked at $833K in Q4 2021. 709 funds tracked by Wall St. Rank hold TD as of Q4 2022.

Laurel Wealth Advisors (California) held 10,659 shares of Toronto Dominion Bank worth $690K as of Q4 2022.
Laurel Wealth Advisors (California) bought 350 Toronto Dominion Bank shares in Q4 2022, an estimated $22.6K.
Toronto Dominion Bank made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #291 holding.
Laurel Wealth Advisors (California) first reported a position in Toronto Dominion Bank in Q1 2017 and has held it in 24 quarters since.
Laurel Wealth Advisors (California)'s Toronto Dominion Bank position peaked at $833K in Q4 2021.
709 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.