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

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

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.