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Personal Capital Advisors’s Toronto Dominion Bank TD Stock Holding History

Personal Capital Advisors’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
-2,813
Closed -$223K – 486
2022
Q1 		$223K Sell
2,813
-354
-11% -$28.5K ﹤0.01% 459
2021
Q4 		$243K Buy
+3,167
New +$231K ﹤0.01% 484

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $645B AUM 30.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Personal Capital Advisors's TD Position: Q2 2022 in Review

Personal Capital Advisors sold out of Toronto Dominion Bank (TD) in Q2 2022, closing a stake of 2,813 shares — an estimated $223K sold.

Personal Capital Advisors first reported a position in TD in Q4 2021 and held it in 2 quarters. The position peaked at $243K in Q4 2021. 714 funds tracked by Wall St. Rank hold TD as of Q2 2022.

  • Personal Capital Advisors reported no remaining Toronto Dominion Bank position as of Q2 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 2,813 Toronto Dominion Bank shares in Q2 2022, an estimated $223K.
  • Personal Capital Advisors first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 2 quarters.
  • Personal Capital Advisors's Toronto Dominion Bank position peaked at $243K in Q4 2021.
  • 714 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.