Paragon Private Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Paragon Private 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
2022 Q2	–	Sell	-2,730	Closed	-$208K	–	119
2022 Q1	$208K	Hold	2,730	–	–	0.2%	107
2021 Q4	$209K	Buy	+2,730	New	+$199K	0.19%	103

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Paragon Private Wealth Management's TD Position: Q2 2022 in Review

Paragon Private Wealth Management sold out of Toronto Dominion Bank (TD) in Q2 2022, closing a stake of 2,730 shares — an estimated $208K sold.

Paragon Private Wealth Management first reported a position in TD in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q4 2021. 714 funds tracked by Wall St. Rank hold TD as of Q2 2022.

Paragon Private Wealth Management reported no remaining Toronto Dominion Bank position as of Q2 2022 after selling out during the quarter.
Paragon Private Wealth Management sold 2,730 Toronto Dominion Bank shares in Q2 2022, an estimated $208K.
Paragon Private Wealth Management first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 2 quarters.
Paragon Private Wealth Management's Toronto Dominion Bank position peaked at $209K in Q4 2021.
714 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2022.

Based on Paragon Private Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.