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Sutton Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Sutton Wealth Advisors’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
2020
Q3 		– Sell
-575
Closed -$25.7K – 1250
2020
Q2 		$25.7K Sell
575
-826
-59% -$35.2K 0.01% 466
2020
Q1 		$59.4K Buy
+1,401
New +$71.9K 0.04% 240

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Sutton Wealth Advisors's TD Position: Q3 2020 in Review

Sutton Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q3 2020, closing a stake of 575 shares — an estimated $25.7K sold.

Sutton Wealth Advisors first reported a position in TD in Q1 2020 and held it in 2 quarters. The position peaked at $59.4K in Q1 2020. 539 funds tracked by Wall St. Rank hold TD as of Q3 2020.

  • Sutton Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q3 2020 after selling out during the quarter.
  • Sutton Wealth Advisors sold 575 Toronto Dominion Bank shares in Q3 2020, an estimated $25.7K.
  • Sutton Wealth Advisors first reported a position in Toronto Dominion Bank in Q1 2020 and held it in 2 quarters.
  • Sutton Wealth Advisors's Toronto Dominion Bank position peaked at $59.4K in Q1 2020.
  • 539 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2020.

Based on Sutton Wealth Advisors's 13F filing for Q3 2020, filed 7 Nov 2023.