TrueWealth LLC’s Toronto Dominion Bank TD Stock Holding History

TrueWealth LLC’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 Q2	$138K	Sell	3,088 -102	-3%	-$4.34K	0.06%	171
2020 Q1	$135K	Sell	3,190 -1,000	-24%	-$51.3K	0.07%	157
2019 Q4	$235K	Buy	4,190 +102	+2%	+$5.78K	0.1%	125
2019 Q3	$238K	Hold	4,088	–	–	0.1%	116
2019 Q2	$239K	Sell	4,088 -105	-3%	-$5.91K	0.11%	120
2019 Q1	$228K	Buy	4,193 +105	+3%	+$5.8K	0.11%	122
2018 Q4	$203K	Hold	4,088	–	–	0.1%	120
2018 Q3	$249K	Hold	4,088	–	–	0.11%	113
2018 Q2	$237K	Hold	4,088	–	–	0.11%	117
2018 Q1	$232K	Sell	4,088 -125	-3%	-$7.32K	0.12%	115
2017 Q4	$247K	Buy	+4,213	New	+$241K	0.12%	113

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

TrueWealth LLC's TD Position: Q2 2020 in Review

TrueWealth LLC reduced its Toronto Dominion Bank (TD) stake by 3.2% in Q2 2020, selling an estimated $4.34K and leaving 3,088 shares worth $138K. The position accounts for 0.06% of the portfolio, ranked #171.

TrueWealth LLC first reported a position in TD in Q4 2017 and has held it in 11 quarters since. The position peaked at $249K in Q3 2018. 544 funds tracked by Wall St. Rank hold TD as of Q2 2020.

TrueWealth LLC held 3,088 shares of Toronto Dominion Bank worth $138K as of Q2 2020.
TrueWealth LLC sold 102 Toronto Dominion Bank shares in Q2 2020, an estimated $4.34K.
Toronto Dominion Bank made up 0.06% of TrueWealth LLC's portfolio in Q2 2020, its #171 holding.
TrueWealth LLC first reported a position in Toronto Dominion Bank in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Toronto Dominion Bank position peaked at $249K in Q3 2018.
544 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.