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Wealthsimple’s Toronto Dominion Bank TD Stock Holding History

Wealthsimple’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 		$1.72M Sell
14,712
-445
-3% -$28.8K 0.06% 10
2022
Q2 		$1.28M Sell
15,157
-160
-1% -$11.6K 0.04% 12
2022
Q1 		$1.52M Sell
15,317
-1,584
-9% -$128K 0.05% 12
2021
Q4 		$1.3M Buy
+16,901
New +$1.23M 0.04% 11

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthsimple's TD Position: Q3 2022 in Review

Wealthsimple reduced its Toronto Dominion Bank (TD) stake by 2.9% in Q3 2022, selling an estimated $28.8K and leaving 14,712 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #10.

Wealthsimple first reported a position in TD in Q4 2021 and has held it in 4 quarters since. 674 funds tracked by Wall St. Rank hold TD as of Q3 2022.

  • Wealthsimple held 14,712 shares of Toronto Dominion Bank worth $1.72M as of Q3 2022.
  • Wealthsimple sold 445 Toronto Dominion Bank shares in Q3 2022, an estimated $28.8K.
  • Toronto Dominion Bank made up 0.06% of Wealthsimple's portfolio in Q3 2022, its #10 holding.
  • Wealthsimple first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 4 quarters since.
  • 674 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.