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Lokken Investment Group’s Toronto Dominion Bank TD Stock Holding History

Lokken Investment 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
-2,842
Closed -$205K – 125
2022
Q1 		$205K Hold
2,842
– – 0.16% 120
2021
Q4 		$218K Buy
+2,842
New +$207K 0.16% 123
2021
Q3 		– Sell
-2,924
Closed -$205K – 124
2021
Q2 		$205K Buy
+2,924
New +$205K 0.17% 110

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Lokken Investment Group's TD Position: Q2 2022 in Review

Lokken Investment Group sold out of Toronto Dominion Bank (TD) in Q2 2022, closing a stake of 2,842 shares — an estimated $205K sold.

Lokken Investment Group first reported a position in TD in Q2 2021 and held it in 3 quarters. The position peaked at $218K in Q4 2021. 714 funds tracked by Wall St. Rank hold TD as of Q2 2022.

  • Lokken Investment Group reported no remaining Toronto Dominion Bank position as of Q2 2022 after selling out during the quarter.
  • Lokken Investment Group sold 2,842 Toronto Dominion Bank shares in Q2 2022, an estimated $205K.
  • Lokken Investment Group first reported a position in Toronto Dominion Bank in Q2 2021 and held it in 3 quarters.
  • Lokken Investment Group's Toronto Dominion Bank position peaked at $218K in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2022.

Based on Lokken Investment Group's 13F filing for Q2 2022, filed 8 Aug 2022.