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Realta Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-1,542
Closed -$90K – 1263
2019
Q4 		$90K Sell
1,542
-399
-21% -$22.6K 0.02% 530
2019
Q3 		$115K Sell
1,941
-1,443
-43% -$82K 0.03% 466
2019
Q2 		$198K Buy
3,384
+1,872
+124% +$105K 0.05% 330
2019
Q1 		$80K Buy
+1,512
New +$83.6K 0.04% 441

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Realta Investment Advisors's TD Position: Q1 2020 in Review

Realta Investment Advisors sold out of Toronto Dominion Bank (TD) in Q1 2020, closing a stake of 1,542 shares — an estimated $90K sold.

Realta Investment Advisors first reported a position in TD in Q1 2019 and held it in 4 quarters. The position peaked at $198K in Q2 2019. 572 funds tracked by Wall St. Rank hold TD as of Q1 2020.

  • Realta Investment Advisors reported no remaining Toronto Dominion Bank position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,542 Toronto Dominion Bank shares in Q1 2020, an estimated $90K.
  • Realta Investment Advisors first reported a position in Toronto Dominion Bank in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Toronto Dominion Bank position peaked at $198K in Q2 2019.
  • 572 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.