U.S. Capital Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

U.S. Capital 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
2024 Q4	–	Sell	-3,707	Closed	-$234K	–	836
2024 Q3	$234K	Buy	+3,707	New	+$219K	0.01%	645
2023 Q1	–	Sell	-607	Closed	-$39.3K	–	1428
2022 Q4	$39.3K	Buy	+607	New	+$39.2K	﹤0.01%	938
2022 Q2	–	Sell	-2,523	Closed	-$200K	–	734
2022 Q1	$200K	Buy	+2,523	New	+$203K	0.01%	674

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

U.S. Capital Wealth Advisors's TD Position: Q4 2024 in Review

U.S. Capital Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 3,707 shares — an estimated $234K sold.

U.S. Capital Wealth Advisors first reported a position in TD in Q1 2022 and held it in 3 quarters. The position peaked at $234K in Q3 2024. 639 funds tracked by Wall St. Rank hold TD as of Q4 2024.

U.S. Capital Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 3,707 Toronto Dominion Bank shares in Q4 2024, an estimated $234K.
U.S. Capital Wealth Advisors first reported a position in Toronto Dominion Bank in Q1 2022 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Toronto Dominion Bank position peaked at $234K in Q3 2024.
639 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.