CCP
TD icon

Carmel Capital Partners’s Toronto Dominion Bank TD Stock Holding History

Carmel Capital 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
-4,344
Closed -$269K – 772
2023
Q2 		$269K Hold
4,344
– – 0.14% 100
2023
Q1 		$260K Sell
4,344
-200
-4% -$12.9K 0.15% 111
2022
Q4 		$294K Hold
4,544
– – 0.2% 99
2022
Q3 		$279K Buy
+4,544
New +$294K 0.27% 86

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carmel Capital Partners's TD Position: Q3 2023 in Review

Carmel Capital Partners sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 4,344 shares — an estimated $269K sold.

Carmel Capital Partners first reported a position in TD in Q3 2022 and held it in 4 quarters. The position peaked at $294K in Q4 2022. 648 funds tracked by Wall St. Rank hold TD as of Q3 2023.

  • Carmel Capital Partners reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 4,344 Toronto Dominion Bank shares in Q3 2023, an estimated $269K.
  • Carmel Capital Partners first reported a position in Toronto Dominion Bank in Q3 2022 and held it in 4 quarters.
  • Carmel Capital Partners's Toronto Dominion Bank position peaked at $294K in Q4 2022.
  • 648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Carmel Capital Partners's 13F filing for Q3 2023, filed 27 Oct 2023.