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

Perigon 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 Q3	–	Sell	-5,906	Closed	-$414K	–	560
2021 Q2	$414K	Buy	+5,906	New	+$413K	0.04%	344
2021 Q1	–	Sell	-516	Closed	-$29K	–	972
2020 Q4	$29K	Buy	+516	New	+$26.1K	﹤0.01%	916
2017 Q1	–	Sell	-337	Closed	-$18K	–	702
2016 Q4	$18K	Hold	337	–	–	﹤0.01%	485
2016 Q3	$15K	Buy	+337	New	+$14.8K	﹤0.01%	437

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Perigon Wealth Management's TD Position: Q3 2021 in Review

Perigon Wealth Management sold out of Toronto Dominion Bank (TD) in Q3 2021, closing a stake of 5,906 shares — an estimated $414K sold.

Perigon Wealth Management first reported a position in TD in Q3 2016 and held it in 4 quarters. The position peaked at $414K in Q2 2021. 642 funds tracked by Wall St. Rank hold TD as of Q3 2021.

Perigon Wealth Management reported no remaining Toronto Dominion Bank position as of Q3 2021 after selling out during the quarter.
Perigon Wealth Management sold 5,906 Toronto Dominion Bank shares in Q3 2021, an estimated $414K.
Perigon Wealth Management first reported a position in Toronto Dominion Bank in Q3 2016 and held it in 4 quarters.
Perigon Wealth Management's Toronto Dominion Bank position peaked at $414K in Q2 2021.
642 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2021.

Based on Perigon Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.