R.H. Bluestein & Co’s Toronto Dominion Bank TD Stock Holding History

R.H. Bluestein & Co’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 Q3	$368K	Sell	6,000 -1,500	-20%	-$97.1K	0.02%	194
2022 Q2	$492K	Sell	7,500 -2,500	-25%	-$182K	0.03%	165
2022 Q1	$794K	Hold	10,000	–	–	0.03%	125
2021 Q4	$767K	Sell	10,000 -2,000	-17%	-$146K	0.03%	145
2021 Q3	$794K	Buy	12,000 +2,000	+20%	+$133K	0.03%	145
2021 Q2	$701K	Buy	10,000 +5,000	+100%	+$350K	0.03%	180
2021 Q1	$326K	Hold	5,000	–	–	0.01%	289
2020 Q4	$282K	Hold	5,000	–	–	0.01%	303
2020 Q3	$231K	Hold	5,000	–	–	0.01%	300
2020 Q2	$223K	Hold	5,000	–	–	0.01%	295
2020 Q1	$212K	Sell	5,000 -5,000	-50%	-$256K	0.02%	247
2019 Q4	$561K	Hold	10,000	–	–	0.03%	146
2019 Q3	$583K	Hold	10,000	–	–	0.03%	132
2019 Q2	$584K	Hold	10,000	–	–	0.03%	133
2019 Q1	$543K	Hold	10,000	–	–	0.03%	127
2018 Q4	$497K	Sell	10,000 -5,000	-33%	-$274K	0.04%	111
2018 Q3	$912K	Hold	15,000	–	–	0.04%	93
2018 Q2	$868K	Sell	15,000 -3,000	-17%	-$172K	0.04%	89
2018 Q1	$1.02M	Sell	18,000 -2,000	-10%	-$117K	0.06%	89
2017 Q4	$1.17M	Hold	20,000	–	–	0.06%	67
2017 Q3	$1.13M	Buy	20,000 +5,000	+33%	+$263K	0.06%	77
2017 Q2	$756K	Buy	15,000 +10,000	+200%	+$482K	0.04%	89
2017 Q1	$250K	Hold	5,000	–	–	0.02%	270
2016 Q4	$247K	Hold	5,000	–	–	0.02%	247
2016 Q3	$222K	Sell	5,000 -100	-2%	-$4.38K	0.01%	262
2016 Q2	$219K	Hold	5,100	–	–	0.02%	255
2016 Q1	$220K	Sell	5,100 -5,000	-50%	-$193K	0.02%	252
2015 Q4	$396K	Hold	10,100	–	–	0.02%	158
2015 Q3	$398K	Hold	10,100	–	–	0.03%	163
2015 Q2	$429K	Hold	10,100	–	–	0.03%	198
2015 Q1	$433K	Hold	10,100	–	–	0.03%	189
2014 Q4	$483K	Hold	10,100	–	–	0.03%	183
2014 Q3	$499K	Hold	10,100	–	–	0.03%	194
2014 Q2	$519K	Hold	10,100	–	–	0.03%	200
2014 Q1	$474K	Sell	10,100 -100	-1%	-$4.51K	0.03%	196
2013 Q4	$481K	Hold	10,200	–	–	0.03%	200
2013 Q3	$459K	Hold	10,200	–	–	0.03%	195
2013 Q2	$410K	Buy	+10,200	New	+$411K	0.04%	193

Other funds holding TD

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

R.H. Bluestein & Co's TD Position: Q3 2022 in Review

R.H. Bluestein & Co reduced its Toronto Dominion Bank (TD) stake by 20% in Q3 2022, selling an estimated $97.1K and leaving 6,000 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #194.

R.H. Bluestein & Co first reported a position in TD in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.17M in Q4 2017. 675 funds tracked by Wall St. Rank hold TD as of Q3 2022.

R.H. Bluestein & Co held 6,000 shares of Toronto Dominion Bank worth $368K as of Q3 2022.
R.H. Bluestein & Co sold 1,500 Toronto Dominion Bank shares in Q3 2022, an estimated $97.1K.
Toronto Dominion Bank made up 0.02% of R.H. Bluestein & Co's portfolio in Q3 2022, its #194 holding.
R.H. Bluestein & Co first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 38 quarters since.
R.H. Bluestein & Co's Toronto Dominion Bank position peaked at $1.17M in Q4 2017.
675 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.