Lenox Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Lenox Wealth Advisors’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 Q1	$69K	Hold	895	–	–	0.01%	207
2021 Q4	$69K	Hold	895	–	–	0.01%	217
2021 Q3	$59K	Hold	895	–	–	0.01%	215
2021 Q2	$63K	Hold	895	–	–	0.01%	207
2021 Q1	$58K	Sell	895 -47	-5%	-$2.87K	0.01%	175
2020 Q4	$53K	Hold	942	–	–	0.01%	180
2020 Q3	$44K	Sell	942 -835	-47%	-$38.9K	0.01%	180
2020 Q2	$79K	Buy	1,777 +835	+89%	+$35.5K	0.01%	115
2020 Q1	$40K	Hold	942	–	–	0.01%	162
2019 Q4	$53K	Hold	942	–	–	0.01%	171
2019 Q3	$55K	Hold	942	–	–	0.01%	149
2019 Q2	$55K	Sell	942 -103	-10%	-$5.79K	0.01%	139
2019 Q1	$57K	Buy	1,045 +103	+11%	+$5.69K	0.01%	122
2018 Q4	$47K	Sell	942 -41	-4%	-$2.24K	0.01%	128
2018 Q3	$60K	Sell	983 -690	-41%	-$41.1K	0.01%	123
2018 Q2	$97K	Sell	1,673 -1,281	-43%	-$73.3K	0.02%	85
2018 Q1	$168K	Buy	2,954 +2,343	+383%	+$137K	0.04%	71
2017 Q4	$36K	Buy	+611	New	+$34.9K	0.01%	111
2017 Q3	–	Sell	-400	Closed	-$20K	–	282
2017 Q2	$20K	Hold	400	–	–	0.01%	80
2017 Q1	$20K	Hold	400	–	–	0.01%	65
2016 Q4	$20K	Hold	400	–	–	0.01%	81
2016 Q3	$18K	Hold	400	–	–	0.01%	147
2016 Q2	$17K	Hold	400	–	–	0.01%	145
2016 Q1	$17K	Hold	400	–	–	0.01%	145
2015 Q4	$16K	Hold	400	–	–	0.01%	157
2015 Q3	$16K	Buy	+400	New	+$15.9K	0.01%	154

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Lenox Wealth Advisors's TD Position: Q1 2022 in Review

Lenox Wealth Advisors held its Toronto Dominion Bank (TD) position steady in Q1 2022 at 895 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #207.

Lenox Wealth Advisors first reported a position in TD in Q3 2015 and has held it in 26 quarters since. The position peaked at $168K in Q1 2018. 735 funds tracked by Wall St. Rank hold TD as of Q1 2022.

Lenox Wealth Advisors held 895 shares of Toronto Dominion Bank worth $69K as of Q1 2022.
Lenox Wealth Advisors left its Toronto Dominion Bank share count unchanged in Q1 2022.
Toronto Dominion Bank made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #207 holding.
Lenox Wealth Advisors first reported a position in Toronto Dominion Bank in Q3 2015 and has held it in 26 quarters since.
Lenox Wealth Advisors's Toronto Dominion Bank position peaked at $168K in Q1 2018.
735 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.