Levy Wealth Management Group’s Toronto Dominion Bank TD Stock Holding History

Levy Wealth Management Group’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 Q2	–	Sell	-2,727	Closed	-$217K	–	78
2022 Q1	$217K	Sell	2,727 -365	-12%	-$29.4K	0.09%	68
2021 Q4	$237K	Hold	3,092	–	–	0.11%	68
2021 Q3	$205K	Hold	3,092	–	–	0.11%	66
2021 Q2	$217K	Sell	3,092 -200	-6%	-$14K	0.12%	65
2021 Q1	$215K	Buy	+3,292	New	+$201K	0.14%	61

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Levy Wealth Management Group's TD Position: Q2 2022 in Review

Levy Wealth Management Group sold out of Toronto Dominion Bank (TD) in Q2 2022, closing a stake of 2,727 shares — an estimated $217K sold.

Levy Wealth Management Group first reported a position in TD in Q1 2021 and held it in 5 quarters. The position peaked at $237K in Q4 2021. 714 funds tracked by Wall St. Rank hold TD as of Q2 2022.

Levy Wealth Management Group reported no remaining Toronto Dominion Bank position as of Q2 2022 after selling out during the quarter.
Levy Wealth Management Group sold 2,727 Toronto Dominion Bank shares in Q2 2022, an estimated $217K.
Levy Wealth Management Group first reported a position in Toronto Dominion Bank in Q1 2021 and held it in 5 quarters.
Levy Wealth Management Group's Toronto Dominion Bank position peaked at $237K in Q4 2021.
714 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2022.

Based on Levy Wealth Management Group's 13F filing for Q2 2022, filed 27 Jul 2022.