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OneAscent Wealth Management’s Toronto Dominion Bank TD Stock Holding History

OneAscent Wealth Management’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
Q1 		$334K Sell
5,125
-179
-3% -$10.9K 0.14% 155
2020
Q4 		$299K Buy
+5,304
New +$269K 0.14% 155

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 Wealth Management's TD Position: Q1 2021 in Review

OneAscent Wealth Management reduced its Toronto Dominion Bank (TD) stake by 3.4% in Q1 2021, selling an estimated $10.9K and leaving 5,125 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #155.

OneAscent Wealth Management first reported a position in TD in Q4 2020 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold TD as of Q1 2021.

  • OneAscent Wealth Management held 5,125 shares of Toronto Dominion Bank worth $334K as of Q1 2021.
  • OneAscent Wealth Management sold 179 Toronto Dominion Bank shares in Q1 2021, an estimated $10.9K.
  • Toronto Dominion Bank made up 0.14% of OneAscent Wealth Management's portfolio in Q1 2021, its #155 holding.
  • OneAscent Wealth Management first reported a position in Toronto Dominion Bank in Q4 2020 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.