Americana Partners’s Toronto Dominion Bank TD Stock Holding History

Americana Partners’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	-4,219	Closed	-$262K	–	324
2023 Q2	$262K	Hold	4,219	–	–	0.03%	244
2023 Q1	$253K	Hold	4,219	–	–	0.04%	238
2022 Q4	$273K	Sell	4,219 -20	-0.5%	-$1.29K	0.05%	210
2022 Q3	$259K	Hold	4,239	–	–	0.05%	203
2022 Q2	$277K	Hold	4,239	–	–	0.05%	196
2022 Q1	$336K	Buy	4,239 +20	+0.5%	+$1.61K	0.1%	169
2021 Q4	$323K	Hold	4,219	–	–	0.06%	201
2021 Q3	$279K	Hold	4,219	–	–	0.07%	200
2021 Q2	$295K	Buy	+4,219	New	+$295K	0.15%	108

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

Americana Partners's TD Position: Q3 2023 in Review

Americana Partners sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 4,219 shares — an estimated $262K sold.

Americana Partners first reported a position in TD in Q2 2021 and held it in 9 quarters. The position peaked at $336K in Q1 2022. 648 funds tracked by Wall St. Rank hold TD as of Q3 2023.

Americana Partners reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
Americana Partners sold 4,219 Toronto Dominion Bank shares in Q3 2023, an estimated $262K.
Americana Partners first reported a position in Toronto Dominion Bank in Q2 2021 and held it in 9 quarters.
Americana Partners's Toronto Dominion Bank position peaked at $336K in Q1 2022.
648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Americana Partners's 13F filing for Q3 2023, filed 7 Nov 2023.