RegentAtlantic Capital’s Toronto Dominion Bank TD Stock Holding History

RegentAtlantic Capital’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	$312K	Sell	5,084 -360	-7%	-$23.3K	0.01%	555
2022 Q2	$357K	Buy	5,444 +95	+2%	+$6.9K	0.01%	514
2022 Q1	$425K	Buy	5,349 +1,000	+23%	+$80.6K	0.01%	496
2021 Q4	$333K	Buy	4,349 +19	+0.4%	+$1.39K	0.01%	547
2021 Q3	$286K	Hold	4,330	–	–	0.01%	569
2021 Q2	$303K	Sell	4,330 -1,048	-19%	-$73.3K	0.01%	527
2021 Q1	$351K	Buy	5,378 +1,082	+25%	+$66.1K	0.01%	447
2020 Q4	$242K	Buy	+4,296	New	+$218K	0.01%	459
2020 Q1	–	Sell	-3,643	Closed	-$204K	–	468
2019 Q4	$204K	Hold	3,643	–	–	0.01%	445
2019 Q3	$212K	Hold	3,643	–	–	0.01%	420
2019 Q2	$213K	Buy	+3,643	New	+$205K	0.01%	416
2018 Q4	–	Sell	-4,073	Closed	-$248K	–	436
2018 Q3	$248K	Buy	4,073 +91	+2%	+$5.42K	0.02%	392
2018 Q2	$230K	Hold	3,982	–	–	0.02%	378
2018 Q1	$226K	Buy	3,982 +76	+2%	+$4.45K	0.02%	386
2017 Q4	$229K	Hold	3,906	–	–	0.02%	399
2017 Q3	$220K	Buy	+3,906	New	+$205K	0.02%	394
2016 Q2	–	Sell	-7,271	Closed	-$314K	–	389
2016 Q1	$314K	Buy	+7,271	New	+$281K	0.03%	310
2015 Q1	–	Sell	-6,021	Closed	-$288K	–	874
2014 Q4	$288K	Hold	6,021	–	–	0.02%	309
2014 Q3	$297K	Sell	6,021 -420	-7%	-$21.8K	0.03%	303
2014 Q2	$331K	Buy	6,441 +100	+2%	+$4.85K	0.03%	292
2014 Q1	$298K	Sell	6,341 -405	-6%	-$18.3K	0.03%	293
2013 Q4	$318K	Sell	6,746 -1,010	-13%	-$46K	0.03%	293
2013 Q3	$349K	Buy	7,756 +390	+5%	+$16.6K	0.04%	268
2013 Q2	$296K	Buy	+7,366	New	+$297K	0.04%	277

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

RegentAtlantic Capital's TD Position: Q3 2022 in Review

RegentAtlantic Capital reduced its Toronto Dominion Bank (TD) stake by 6.6% in Q3 2022, selling an estimated $23.3K and leaving 5,084 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #555.

RegentAtlantic Capital first reported a position in TD in Q2 2013 and has held it in 24 quarters since. The position peaked at $425K in Q1 2022. 674 funds tracked by Wall St. Rank hold TD as of Q3 2022.

RegentAtlantic Capital held 5,084 shares of Toronto Dominion Bank worth $312K as of Q3 2022.
RegentAtlantic Capital sold 360 Toronto Dominion Bank shares in Q3 2022, an estimated $23.3K.
Toronto Dominion Bank made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #555 holding.
RegentAtlantic Capital first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 24 quarters since.
RegentAtlantic Capital's Toronto Dominion Bank position peaked at $425K in Q1 2022.
674 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.