TRUE Private Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-1,653	Closed	-$93K	–	645
2020 Q4	$93K	Hold	1,653	–	–	0.02%	281
2020 Q3	$76K	Hold	1,653	–	–	0.01%	282
2020 Q2	$73K	Sell	1,653 -4,616	-74%	-$196K	0.01%	284
2020 Q1	$265K	Sell	6,269 -636	-9%	-$32.6K	0.06%	135
2019 Q4	$387K	Buy	6,905 +777	+13%	+$44.1K	0.06%	150
2019 Q3	$357K	Sell	6,128 -2,552	-29%	-$145K	0.06%	144
2019 Q2	$506K	Buy	8,680 +2,548	+42%	+$143K	0.09%	119
2019 Q1	$333K	Sell	6,132 -147	-2%	-$8.13K	0.06%	141
2018 Q4	$312K	Buy	6,279 +1,184	+23%	+$64.8K	0.06%	182
2018 Q3	$310K	Sell	5,095 -255	-5%	-$15.2K	0.04%	213
2018 Q2	$309K	Buy	+5,350	New	+$306K	0.05%	203

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

TRUE Private Wealth Advisors's TD Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q1 2021, closing a stake of 1,653 shares — an estimated $93K sold.

TRUE Private Wealth Advisors first reported a position in TD in Q2 2018 and held it in 11 quarters. The position peaked at $506K in Q2 2019. 600 funds tracked by Wall St. Rank hold TD as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,653 Toronto Dominion Bank shares in Q1 2021, an estimated $93K.
TRUE Private Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2018 and held it in 11 quarters.
TRUE Private Wealth Advisors's Toronto Dominion Bank position peaked at $506K in Q2 2019.
600 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.