RMR Wealth Builders’s Toronto Dominion Bank TD Stock Holding History

RMR Wealth Builders’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	–	Sell	-3,302	Closed	-$217K	–	211
2022 Q2	$217K	Buy	3,302 +1	+0%	+$73	0.05%	179
2022 Q1	$262K	Buy	+3,301	New	+$266K	0.06%	172
2021 Q2	–	Sell	-1,031	Closed	-$67K	–	647
2021 Q1	$67K	Buy	1,031 +506	+96%	+$30.9K	0.02%	324
2020 Q4	$30K	Buy	+525	New	+$26.6K	0.01%	311
2020 Q3	–	Sell	-447	Closed	-$20K	–	439
2020 Q2	$20K	Buy	+447	New	+$19K	0.02%	310
2019 Q4	$25K	Buy	+447	New	+$25.3K	0.02%	297

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

RMR Wealth Builders's TD Position: Q3 2022 in Review

RMR Wealth Builders sold out of Toronto Dominion Bank (TD) in Q3 2022, closing a stake of 3,302 shares — an estimated $217K sold.

RMR Wealth Builders first reported a position in TD in Q4 2019 and held it in 6 quarters. The position peaked at $262K in Q1 2022. 674 funds tracked by Wall St. Rank hold TD as of Q3 2022.

RMR Wealth Builders reported no remaining Toronto Dominion Bank position as of Q3 2022 after selling out during the quarter.
RMR Wealth Builders sold 3,302 Toronto Dominion Bank shares in Q3 2022, an estimated $217K.
RMR Wealth Builders first reported a position in Toronto Dominion Bank in Q4 2019 and held it in 6 quarters.
RMR Wealth Builders's Toronto Dominion Bank position peaked at $262K in Q1 2022.
674 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on RMR Wealth Builders's 13F filing for Q3 2022, filed 8 Nov 2022.