Reilly Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

Reilly Financial 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 Q4	$20.5M	Buy	267,208 +266,879	+81,118%	+$19.5M	1.52%	18
2021 Q3	$22K	Hold	329	–	–	﹤0.01%	509
2021 Q2	$23K	Hold	329	–	–	﹤0.01%	529
2021 Q1	$21K	Hold	329	–	–	﹤0.01%	532
2020 Q4	$19K	Hold	329	–	–	﹤0.01%	506
2020 Q3	$15K	Hold	329	–	–	﹤0.01%	500
2020 Q2	$15K	Hold	329	–	–	﹤0.01%	505
2020 Q1	$14K	Hold	329	–	–	﹤0.01%	492
2019 Q4	$18K	Hold	329	–	–	﹤0.01%	530
2019 Q3	$19K	Hold	329	–	–	﹤0.01%	527
2019 Q2	$19K	Hold	329	–	–	﹤0.01%	554
2019 Q1	$18K	Hold	329	–	–	﹤0.01%	554
2018 Q4	$16K	Hold	329	–	–	﹤0.01%	554
2018 Q3	$20K	Hold	329	–	–	﹤0.01%	565
2018 Q2	$19K	Hold	329	–	–	﹤0.01%	526
2018 Q1	$19K	Hold	329	–	–	﹤0.01%	515
2017 Q4	$19K	Hold	329	–	–	﹤0.01%	532
2017 Q3	$19K	Hold	329	–	–	﹤0.01%	508
2017 Q2	$17K	Buy	+329	New	+$15.9K	﹤0.01%	543
2016 Q3	–	Sell	-135	Closed	-$6K	–	886
2016 Q2	$6K	Sell	135 -365	-73%	-$15.9K	﹤0.01%	580
2016 Q1	$22K	Hold	500	–	–	﹤0.01%	573
2015 Q4	$20K	Sell	500 -500	-50%	-$20.2K	﹤0.01%	618
2015 Q3	$39K	Sell	1,000 -507	-34%	-$20.2K	0.01%	432
2015 Q2	$64K	Sell	1,507 -4,676	-76%	-$209K	0.01%	385
2015 Q1	$265K	Buy	6,183 +4,471	+261%	+$192K	0.05%	154
2014 Q4	$82K	Buy	1,712 +712	+71%	+$34.3K	0.02%	207
2014 Q3	$49K	Buy	1,000 +600	+150%	+$31.1K	0.01%	265
2014 Q2	$21K	Hold	400	–	–	0.01%	408
2014 Q1	$19K	Sell	400 -2,334	-85%	-$105K	﹤0.01%	448
2013 Q4	$129K	Buy	2,734 +2,334	+584%	+$106K	0.03%	141
2013 Q3	$18K	Hold	400	–	–	0.01%	368
2013 Q2	$16K	Buy	+400	New	+$16.1K	﹤0.01%	387

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

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

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

Reilly Financial Advisors's TD Position: Q4 2021 in Review

Reilly Financial Advisors increased its Toronto Dominion Bank (TD) stake by 81,118% in Q4 2021, buying an estimated $19.5M and bringing the position to 267,208 shares worth $20.5M. The position accounts for 1.52% of the portfolio, ranked #18.

Reilly Financial Advisors first reported a position in TD in Q2 2013 and has held it in 32 quarters since. 726 funds tracked by Wall St. Rank hold TD as of Q4 2021.

Reilly Financial Advisors held 267,208 shares of Toronto Dominion Bank worth $20.5M as of Q4 2021.
Reilly Financial Advisors bought 266,879 Toronto Dominion Bank shares in Q4 2021, an estimated $19.5M.
Toronto Dominion Bank made up 1.52% of Reilly Financial Advisors's portfolio in Q4 2021, its #18 holding.
Reilly Financial Advisors first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 32 quarters since.
726 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.