Regent Peak Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-1,999	Closed	-$113K	–	880
2020 Q4	$113K	Buy	+1,999	New	+$101K	0.04%	198

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Regent Peak Wealth Advisors's TD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q1 2021, closing a stake of 1,999 shares — an estimated $113K sold.

Regent Peak Wealth Advisors first reported a position in TD in Q4 2020 and held it in 1 quarter. The position peaked at $113K in Q4 2020. 600 funds tracked by Wall St. Rank hold TD as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 1,999 Toronto Dominion Bank shares in Q1 2021, an estimated $113K.
Regent Peak Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Toronto Dominion Bank position peaked at $113K in Q4 2020.
600 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.