Surevest’s Toronto Dominion Bank TD Stock Holding History

Surevest’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 Q3	$77K	Hold	1,252	–	–	0.02%	172
2022 Q2	$82K	Hold	1,252	–	–	0.02%	178
2022 Q1	$99K	Hold	1,252	–	–	0.02%	159
2021 Q4	$96K	Buy	+1,252	New	+$91.3K	0.02%	150
2020 Q1	–	Sell	-11,999	Closed	-$674K	–	140
2019 Q4	$674K	Sell	11,999 -353	-3%	-$20K	0.29%	98
2019 Q3	$720K	Sell	12,352 -805	-6%	-$45.8K	0.35%	94
2019 Q2	$768K	Buy	13,157 +396	+3%	+$22.3K	0.4%	87
2019 Q1	$693K	Buy	12,761 +6,380	+100%	+$353K	0.43%	72
2018 Q4	$317K	Buy	+6,381	New	+$349K	0.25%	79

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Surevest's TD Position: Q3 2022 in Review

Surevest held its Toronto Dominion Bank (TD) position steady in Q3 2022 at 1,252 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #172.

Surevest first reported a position in TD in Q4 2018 and has held it in 9 quarters since. The position peaked at $768K in Q2 2019. 674 funds tracked by Wall St. Rank hold TD as of Q3 2022.

Surevest held 1,252 shares of Toronto Dominion Bank worth $77K as of Q3 2022.
Surevest left its Toronto Dominion Bank share count unchanged in Q3 2022.
Toronto Dominion Bank made up 0.02% of Surevest's portfolio in Q3 2022, its #172 holding.
Surevest first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 9 quarters since.
Surevest's Toronto Dominion Bank position peaked at $768K in Q2 2019.
674 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.