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Morton Brown Family Wealth’s Toronto Dominion Bank TD Stock Holding History

Morton Brown Family Wealth’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 		– Sell
-174
Closed -$13K – 205
2021
Q4 		$13K Buy
+174
New +$12.7K 0.01% 115

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Capital Research Global Investors
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TD Asset Management
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Morton Brown Family Wealth's TD Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of Toronto Dominion Bank (TD) in Q1 2022, closing a stake of 174 shares — an estimated $13K sold.

Morton Brown Family Wealth first reported a position in TD in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 735 funds tracked by Wall St. Rank hold TD as of Q1 2022.

  • Morton Brown Family Wealth reported no remaining Toronto Dominion Bank position as of Q1 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 174 Toronto Dominion Bank shares in Q1 2022, an estimated $13K.
  • Morton Brown Family Wealth first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 1 quarter.
  • Morton Brown Family Wealth's Toronto Dominion Bank position peaked at $13K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.