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Rockbridge Investment Management’s Toronto Dominion Bank TD Stock Holding History

Rockbridge Investment Management’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
-64
Closed -$4K – 759
2020
Q4 		$4K Buy
64
+8
+14% +$405 ﹤0.01% 595
2020
Q3 		$3K Sell
56
-20
-26% -$931 ﹤0.01% 573
2020
Q2 		$3K Buy
+76
New +$3.23K ﹤0.01% 541

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Rockbridge Investment Management's TD Position: Q1 2021 in Review

Rockbridge Investment Management sold out of Toronto Dominion Bank (TD) in Q1 2021, closing a stake of 64 shares — an estimated $4K sold.

Rockbridge Investment Management first reported a position in TD in Q2 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 600 funds tracked by Wall St. Rank hold TD as of Q1 2021.

  • Rockbridge Investment Management reported no remaining Toronto Dominion Bank position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 64 Toronto Dominion Bank shares in Q1 2021, an estimated $4K.
  • Rockbridge Investment Management first reported a position in Toronto Dominion Bank in Q2 2020 and held it in 3 quarters.
  • Rockbridge Investment Management's Toronto Dominion Bank position peaked at $4K in Q4 2020.
  • 600 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.