Sage Private Wealth Group’s Toronto Dominion Bank TD Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-204	Closed	-$13K	–	167
2022 Q3	$13K	Buy	+204	New	+$13.2K	0.02%	136

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Private Wealth Group's TD Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Toronto Dominion Bank (TD) in Q4 2022, closing a stake of 204 shares — an estimated $13K sold.

Sage Private Wealth Group first reported a position in TD in Q3 2022 and held it in 1 quarter. The position peaked at $13K in Q3 2022. 710 funds tracked by Wall St. Rank hold TD as of Q4 2022.

Sage Private Wealth Group reported no remaining Toronto Dominion Bank position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 204 Toronto Dominion Bank shares in Q4 2022, an estimated $13K.
Sage Private Wealth Group first reported a position in Toronto Dominion Bank in Q3 2022 and held it in 1 quarter.
Sage Private Wealth Group's Toronto Dominion Bank position peaked at $13K in Q3 2022.
710 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.