Private Capital Group’s Toronto Dominion Bank TD Stock Holding History

Private Capital Group’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	$46K	Sell	706 -472	-40%	-$34.3K	0.03%	521
2022 Q1	$94K	Hold	1,178	–	–	0.02%	416
2021 Q4	$90K	Sell	1,178 -92	-7%	-$6.71K	0.02%	464
2021 Q3	$84K	Hold	1,270	–	–	0.02%	484
2021 Q2	$89K	Hold	1,270	–	–	0.02%	452
2021 Q1	$83K	Buy	1,270 +3	+0.2%	+$183	0.02%	450
2020 Q4	$72K	Hold	1,267	–	–	0.01%	630
2020 Q3	$59K	Buy	1,267 +41	+3%	+$1.91K	0.01%	642
2020 Q2	$55K	Hold	1,226	–	–	0.01%	669
2020 Q1	$52K	Sell	1,226 -1,022	-45%	-$52.4K	0.01%	623
2019 Q4	$126K	Buy	2,248 +91	+4%	+$5.16K	0.03%	380
2019 Q3	$126K	Sell	2,157 -293	-12%	-$16.7K	0.02%	412
2019 Q2	$142K	Buy	2,450 +266	+12%	+$15K	0.03%	290
2019 Q1	$119K	Sell	2,184 -66	-3%	-$3.65K	0.02%	409
2018 Q4	$112K	Sell	2,250 -200	-8%	-$10.9K	0.02%	355
2018 Q3	$148K	Hold	2,450	–	–	0.03%	316
2018 Q2	$141K	Buy	2,450 +62	+3%	+$3.55K	0.03%	319
2018 Q1	$136K	Sell	2,388 -405	-15%	-$23.7K	0.03%	322
2017 Q4	$164	Buy	+2,793	New	+$160K	0.04%	270

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Private Capital Group's TD Position: Q2 2022 in Review

Private Capital Group reduced its Toronto Dominion Bank (TD) stake by 40% in Q2 2022, selling an estimated $34.3K and leaving 706 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #521.

Private Capital Group first reported a position in TD in Q4 2017 and has held it in 19 quarters since. The position peaked at $148K in Q3 2018. 715 funds tracked by Wall St. Rank hold TD as of Q2 2022.

Private Capital Group held 706 shares of Toronto Dominion Bank worth $46K as of Q2 2022.
Private Capital Group sold 472 Toronto Dominion Bank shares in Q2 2022, an estimated $34.3K.
Toronto Dominion Bank made up 0.03% of Private Capital Group's portfolio in Q2 2022, its #521 holding.
Private Capital Group first reported a position in Toronto Dominion Bank in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Toronto Dominion Bank position peaked at $148K in Q3 2018.
715 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.