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OneAscent Financial Services’s Toronto Dominion Bank TD Stock Holding History

OneAscent Financial Services’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
-4,650
Closed -$357K – 183
2021
Q4 		$357K Buy
+4,650
New +$339K 0.68% 54
2020
Q4 		– Sell
-4,735
Closed -$219K – 180
2020
Q3 		$219K Buy
4,735
+223
+5% +$10.4K 0.11% 170
2020
Q2 		$201K Buy
+4,512
New +$192K 0.13% 162

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
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

OneAscent Financial Services's TD Position: Q1 2022 in Review

OneAscent Financial Services sold out of Toronto Dominion Bank (TD) in Q1 2022, closing a stake of 4,650 shares — an estimated $357K sold.

OneAscent Financial Services first reported a position in TD in Q2 2020 and held it in 3 quarters. The position peaked at $357K in Q4 2021. 735 funds tracked by Wall St. Rank hold TD as of Q1 2022.

  • OneAscent Financial Services reported no remaining Toronto Dominion Bank position as of Q1 2022 after selling out during the quarter.
  • OneAscent Financial Services sold 4,650 Toronto Dominion Bank shares in Q1 2022, an estimated $357K.
  • OneAscent Financial Services first reported a position in Toronto Dominion Bank in Q2 2020 and held it in 3 quarters.
  • OneAscent Financial Services's Toronto Dominion Bank position peaked at $357K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2022.

Based on OneAscent Financial Services's 13F filing for Q1 2022, filed 12 May 2022.