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Safeguard Investment Advisory Group’s Toronto Dominion Bank TD Stock Holding History

Safeguard Investment Advisory Group’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
-45
Closed -$2K – 639
2020
Q4 		$2K Buy
+45
New +$2.28K ﹤0.01% 641

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Capital Research Global Investors
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TD Asset Management
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Mackenzie Financial
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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

Safeguard Investment Advisory Group's TD Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Toronto Dominion Bank (TD) in Q1 2021, closing a stake of 45 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in TD in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 600 funds tracked by Wall St. Rank hold TD as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Toronto Dominion Bank position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 45 Toronto Dominion Bank shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in Toronto Dominion Bank in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Toronto Dominion Bank position peaked at $2K in Q4 2020.
  • 600 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.