Advisory Alpha’s Toronto Dominion Bank TD Stock Holding History

Advisory Alpha’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	–	Sell	-6,158	Closed	-$382K	–	332
2023 Q2	$382K	Buy	6,158 +21	+0.3%	+$1.26K	0.02%	233
2023 Q1	$368K	Buy	6,137 +19	+0.3%	+$1.23K	0.02%	208
2022 Q4	$396K	Buy	6,118 +393	+7%	+$25.4K	0.03%	181
2022 Q3	$351K	Buy	5,725 +16	+0.3%	+$1.04K	0.03%	190
2022 Q2	$374K	Buy	5,709 +14	+0.2%	+$1.02K	0.03%	182
2022 Q1	$452K	Sell	5,695 -2,188	-28%	-$176K	0.03%	182
2021 Q4	$604K	Buy	7,883 +288	+4%	+$21K	0.04%	159
2021 Q3	$502K	Buy	7,595 +14	+0.2%	+$933	0.03%	162
2021 Q2	$531K	Buy	7,581 +3,493	+85%	+$244K	0.04%	123
2021 Q1	$267K	Sell	4,088 -31	-0.8%	-$1.89K	0.03%	146
2020 Q4	$232K	Buy	4,119 +1,665	+68%	+$84.4K	0.05%	97
2020 Q3	$117K	Buy	+2,454	New	+$114K	0.03%	137
2020 Q2	–	Sell	-1,617	Closed	-$62.5K	–	555
2020 Q1	$62.5K	Sell	1,617 -1,077	-40%	-$55.2K	0.02%	184
2019 Q4	$151K	Buy	2,694 +22	+0.8%	+$1.25K	0.04%	162
2019 Q3	$146K	Buy	+2,672	New	+$152K	0.04%	140
2019 Q2	–	Sell	-2,650	Closed	-$147K	–	578
2019 Q1	$147K	Buy	+2,650	New	+$146K	0.05%	133

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha's TD Position: Q3 2023 in Review

Advisory Alpha sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 6,158 shares — an estimated $382K sold.

Advisory Alpha first reported a position in TD in Q1 2019 and held it in 16 quarters. The position peaked at $604K in Q4 2021. 647 funds tracked by Wall St. Rank hold TD as of Q3 2023.

Advisory Alpha reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
Advisory Alpha sold 6,158 Toronto Dominion Bank shares in Q3 2023, an estimated $382K.
Advisory Alpha first reported a position in Toronto Dominion Bank in Q1 2019 and held it in 16 quarters.
Advisory Alpha's Toronto Dominion Bank position peaked at $604K in Q4 2021.
647 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Advisory Alpha's 13F filing for Q3 2023, filed 18 Oct 2023.