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

PFG 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
2023 Q3	–	Sell	-100	Closed	-$6.2K	–	323
2023 Q2	$6.2K	Hold	100	–	–	﹤0.01%	227
2023 Q1	$5.99K	Sell	100 -37	-27%	-$2.39K	﹤0.01%	227
2022 Q4	$9K	Hold	137	–	–	0.01%	197
2022 Q3	$8K	Hold	137	–	–	0.01%	197
2022 Q2	$9K	Hold	137	–	–	0.01%	202
2022 Q1	$11K	Buy	137 +100	+270%	+$8.06K	0.01%	202
2021 Q4	$3K	Hold	37	–	–	﹤0.01%	278
2021 Q3	$2K	Buy	+37	New	+$2.47K	﹤0.01%	279

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFG Private Wealth Management's TD Position: Q3 2023 in Review

PFG Private Wealth Management sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 100 shares — an estimated $6.2K sold.

PFG Private Wealth Management first reported a position in TD in Q3 2021 and held it in 8 quarters. The position peaked at $11K in Q1 2022. 648 funds tracked by Wall St. Rank hold TD as of Q3 2023.

PFG Private Wealth Management reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
PFG Private Wealth Management sold 100 Toronto Dominion Bank shares in Q3 2023, an estimated $6.2K.
PFG Private Wealth Management first reported a position in Toronto Dominion Bank in Q3 2021 and held it in 8 quarters.
PFG Private Wealth Management's Toronto Dominion Bank position peaked at $11K in Q1 2022.
648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.