Carr Financial Group’s Toronto Dominion Bank TD Stock Holding History

Carr Financial Group’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 Q1	–	Sell	-7,491	Closed	-$485K	–	178
2022 Q4	$485K	Buy	+7,491	New	+$484K	0.26%	85

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Carr Financial Group's TD Position: Q1 2023 in Review

Carr Financial Group sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 7,491 shares — an estimated $485K sold.

Carr Financial Group first reported a position in TD in Q4 2022 and held it in 1 quarter. The position peaked at $485K in Q4 2022. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

Carr Financial Group reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
Carr Financial Group sold 7,491 Toronto Dominion Bank shares in Q1 2023, an estimated $485K.
Carr Financial Group first reported a position in Toronto Dominion Bank in Q4 2022 and held it in 1 quarter.
Carr Financial Group's Toronto Dominion Bank position peaked at $485K in Q4 2022.
695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Carr Financial Group's 13F filing for Q1 2023, filed 20 Apr 2023.