Advisor Partners II’s Toronto Dominion Bank TD Stock Holding History

Advisor Partners II’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
2023 Q3	$1.67M	Sell	27,639 -1,887	-6%	-$118K	0.07%	325
2023 Q2	$1.83M	Buy	29,526 +2,170	+8%	+$131K	0.09%	240
2023 Q1	$1.64M	Buy	27,356 +263	+1%	+$17K	0.09%	235
2022 Q4	$1.75M	Buy	27,093 +4,611	+21%	+$298K	0.11%	208
2022 Q3	$1.38M	Buy	+22,482	New	+$1.46M	0.1%	210

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

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

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

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

Advisor Partners II's TD Position: Q3 2023 in Review

Advisor Partners II reduced its Toronto Dominion Bank (TD) stake by 6.4% in Q3 2023, selling an estimated $118K and leaving 27,639 shares worth $1.67M. The position accounts for 0.07% of the portfolio, ranked #325.

Advisor Partners II first reported a position in TD in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.83M in Q2 2023. 648 funds tracked by Wall St. Rank hold TD as of Q3 2023.

Advisor Partners II held 27,639 shares of Toronto Dominion Bank worth $1.67M as of Q3 2023.
Advisor Partners II sold 1,887 Toronto Dominion Bank shares in Q3 2023, an estimated $118K.
Toronto Dominion Bank made up 0.07% of Advisor Partners II's portfolio in Q3 2023, its #325 holding.
Advisor Partners II first reported a position in Toronto Dominion Bank in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's Toronto Dominion Bank position peaked at $1.83M in Q2 2023.
648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.