Carolinas Wealth Consulting’s Toronto Dominion Bank TD Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-33	Closed	-$1.98K	–	1114
2023 Q1	$1.98K	Sell	33 -16	-33%	-$1.03K	﹤0.01%	816
2022 Q4	$3.17K	Buy	+49	New	+$3.17K	﹤0.01%	759
2022 Q3	–	Sell	-480	Closed	-$31K	–	939
2022 Q2	$31K	Hold	480	–	–	0.01%	396
2022 Q1	$38K	Hold	480	–	–	0.01%	394
2021 Q4	$37K	Hold	480	–	–	0.01%	407
2021 Q3	$32K	Hold	480	–	–	0.01%	405
2021 Q2	$34K	Buy	480 +265	+123%	+$18.5K	0.01%	417
2021 Q1	$14K	Buy	+215	New	+$13.1K	﹤0.01%	579
2020 Q4	–	Sell	-6	Closed	–	–	1022
2020 Q3	$0	Sell	6 -52	-90%	-$2.42K	﹤0.01%	1002
2020 Q2	$3K	Buy	+58	New	+$2.47K	﹤0.01%	467

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

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

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

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

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

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

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

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

Carolinas Wealth Consulting's TD Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 33 shares — an estimated $1.98K sold.

Carolinas Wealth Consulting first reported a position in TD in Q2 2020 and held it in 10 quarters. The position peaked at $38K in Q1 2022. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Carolinas Wealth Consulting reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 33 Toronto Dominion Bank shares in Q2 2023, an estimated $1.98K.
Carolinas Wealth Consulting first reported a position in Toronto Dominion Bank in Q2 2020 and held it in 10 quarters.
Carolinas Wealth Consulting's Toronto Dominion Bank position peaked at $38K in Q1 2022.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.