Wipfli Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

Wipfli Financial 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
2022 Q3	$146K	Buy	+2,373	New	+$154K	0.01%	567

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wipfli Financial Advisors's TD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Toronto Dominion Bank (TD) in Q3 2022: 2,373 shares worth $146K. The stake represents 0.01% of the portfolio and ranks #567 among its holdings.

674 funds tracked by Wall St. Rank hold TD as of Q3 2022.

Wipfli Financial Advisors held 2,373 shares of Toronto Dominion Bank worth $146K as of Q3 2022.
Toronto Dominion Bank was a new Wipfli Financial Advisors position in Q3 2022.
Toronto Dominion Bank made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #567 holding.
674 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.