Proquility Private Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

Proquility Private Wealth Partners’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 Q1	–	Sell	-6,641	Closed	-$430K	–	101
2022 Q4	$430K	Sell	6,641 -4,737	-42%	-$306K	0.18%	84
2022 Q3	$698K	Buy	11,378 +1,303	+13%	+$84.4K	0.32%	72
2022 Q2	$661K	Sell	10,075 -783	-7%	-$56.9K	0.28%	77
2022 Q1	$766K	Buy	10,858 +2,539	+31%	+$205K	0.32%	72
2021 Q4	$705K	Buy	+8,319	New	+$606K	0.25%	82

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

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

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

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

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

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

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

Proquility Private Wealth Partners's TD Position: Q1 2023 in Review

Proquility Private Wealth Partners sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 6,641 shares — an estimated $430K sold.

Proquility Private Wealth Partners first reported a position in TD in Q4 2021 and held it in 5 quarters. The position peaked at $766K in Q1 2022. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

Proquility Private Wealth Partners reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
Proquility Private Wealth Partners sold 6,641 Toronto Dominion Bank shares in Q1 2023, an estimated $430K.
Proquility Private Wealth Partners first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 5 quarters.
Proquility Private Wealth Partners's Toronto Dominion Bank position peaked at $766K in Q1 2022.
695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.