Sargent Bickham Lagudis’s Toronto Dominion Bank TD Stock Holding History

Sargent Bickham Lagudis’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	$501K	Buy	7,736 +36	+0.5%	+$2.33K	0.04%	182
2022 Q3	$472K	Sell	7,700 -151	-2%	-$9.78K	0.04%	176
2022 Q2	$515K	Sell	7,851 -299	-4%	-$21.7K	0.04%	180
2022 Q1	$647K	Buy	8,150 +140	+2%	+$11.3K	0.05%	164
2021 Q4	$614K	Buy	8,010 +201	+3%	+$14.7K	0.05%	161
2021 Q3	$517K	Buy	7,809 +2,173	+39%	+$145K	0.04%	166
2021 Q2	$395K	Buy	5,636 +866	+18%	+$60.6K	0.03%	193
2021 Q1	$311K	Buy	4,770 +473	+11%	+$28.9K	0.03%	195
2020 Q4	$242K	Buy	4,297 +595	+16%	+$30.2K	0.02%	213
2020 Q3	$171K	Buy	3,702 +337	+10%	+$15.7K	0.02%	230
2020 Q2	$150K	Buy	3,365 +75	+2%	+$3.19K	0.02%	230
2020 Q1	$139K	Buy	3,290 +91	+3%	+$4.67K	0.02%	223
2019 Q4	$180K	Buy	3,199 +265	+9%	+$15K	0.02%	210
2019 Q3	$171K	Sell	2,934 -1,659	-36%	-$94.3K	0.02%	203
2019 Q2	$268K	Buy	4,593 +527	+13%	+$29.6K	0.03%	181
2019 Q1	$221K	Buy	4,066 +323	+9%	+$17.9K	0.03%	198
2018 Q4	$186K	Sell	3,743 -458	-11%	-$25.1K	0.02%	204
2018 Q3	$255K	Buy	4,201 +206	+5%	+$12.3K	0.03%	185
2018 Q2	$231K	Sell	3,995 -528	-12%	-$30.2K	0.03%	191
2018 Q1	$257K	Sell	4,523 -569	-11%	-$33.3K	0.03%	179
2017 Q4	$298K	Sell	5,092 -585	-10%	-$33.4K	0.04%	179
2017 Q3	$319K	Buy	5,677 +115	+2%	+$6.04K	0.04%	171
2017 Q2	$280K	Buy	5,562 +99	+2%	+$4.77K	0.04%	175
2017 Q1	$274K	Sell	5,463 -905	-14%	-$46.2K	0.04%	179
2016 Q4	$314K	Sell	6,368 -1,215	-16%	-$56.8K	0.05%	159
2016 Q3	$337K	Buy	7,583 +1,586	+26%	+$69.5K	0.05%	157
2016 Q2	$257K	Buy	5,997 +1,032	+21%	+$44.9K	0.04%	177
2016 Q1	$214K	Buy	+4,965	New	+$192K	0.03%	198

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sargent Bickham Lagudis's TD Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Toronto Dominion Bank (TD) stake by 0.47% in Q4 2022, buying an estimated $2.33K and bringing the position to 7,736 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #182.

Sargent Bickham Lagudis first reported a position in TD in Q1 2016 and has held it in 28 quarters since. The position peaked at $647K in Q1 2022. 709 funds tracked by Wall St. Rank hold TD as of Q4 2022.

Sargent Bickham Lagudis held 7,736 shares of Toronto Dominion Bank worth $501K as of Q4 2022.
Sargent Bickham Lagudis bought 36 Toronto Dominion Bank shares in Q4 2022, an estimated $2.33K.
Toronto Dominion Bank made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #182 holding.
Sargent Bickham Lagudis first reported a position in Toronto Dominion Bank in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Toronto Dominion Bank position peaked at $647K in Q1 2022.
709 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.