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Meridian Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-101
Closed -$7K – 1121
2021
Q1 		$7K Buy
+101
New +$6.17K ﹤0.01% 585
2020
Q1 		– Sell
-704
Closed -$40K – 218
2019
Q4 		$40K Buy
+704
New +$39.9K 0.02% 147

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Meridian Wealth Partners's TD Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Toronto Dominion Bank (TD) in Q2 2021, closing a stake of 101 shares — an estimated $7K sold.

Meridian Wealth Partners first reported a position in TD in Q4 2019 and held it in 2 quarters. The position peaked at $40K in Q4 2019. 649 funds tracked by Wall St. Rank hold TD as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Toronto Dominion Bank position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 101 Toronto Dominion Bank shares in Q2 2021, an estimated $7K.
  • Meridian Wealth Partners first reported a position in Toronto Dominion Bank in Q4 2019 and held it in 2 quarters.
  • Meridian Wealth Partners's Toronto Dominion Bank position peaked at $40K in Q4 2019.
  • 649 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.