Laurel Wealth Planning’s Toronto Dominion Bank TD Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-217	Closed	-$14.1K	–	183
2022 Q4	$14.1K	Hold	217	–	–	0.01%	146
2022 Q3	$13K	Hold	217	–	–	0.01%	148
2022 Q2	$14K	Hold	217	–	–	0.01%	150
2022 Q1	$17K	Hold	217	–	–	0.01%	169
2021 Q4	$17K	Hold	217	–	–	0.01%	124
2021 Q3	$14K	Buy	+217	New	+$14.5K	0.01%	125

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Laurel Wealth Planning's TD Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 217 shares — an estimated $14.1K sold.

Laurel Wealth Planning first reported a position in TD in Q3 2021 and held it in 6 quarters. The position peaked at $17K in Q1 2022. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

Laurel Wealth Planning reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 217 Toronto Dominion Bank shares in Q1 2023, an estimated $14.1K.
Laurel Wealth Planning first reported a position in Toronto Dominion Bank in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Toronto Dominion Bank position peaked at $17K in Q1 2022.
695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.