Sageworth Trust’s Toronto Dominion Bank TD Stock Holding History

Sageworth Trust’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
2023 Q2	–	Sell	-202	Closed	-$12.1K	–	405
2023 Q1	$12.1K	Buy	+202	New	+$13.1K	﹤0.01%	265
2019 Q2	–	Sell	-877	Closed	-$48K	–	270
2019 Q1	$48K	Buy	+877	New	+$48.5K	0.01%	85

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Sageworth Trust's TD Position: Q2 2023 in Review

Sageworth Trust sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 202 shares — an estimated $12.1K sold.

Sageworth Trust first reported a position in TD in Q1 2019 and held it in 2 quarters. The position peaked at $48K in Q1 2019. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Sageworth Trust reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 202 Toronto Dominion Bank shares in Q2 2023, an estimated $12.1K.
Sageworth Trust first reported a position in Toronto Dominion Bank in Q1 2019 and held it in 2 quarters.
Sageworth Trust's Toronto Dominion Bank position peaked at $48K in Q1 2019.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.