Cascade Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Cascade Investment Advisors’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	-300	Closed	-$18K	–	209
2023 Q1	$18K	Buy	+300	New	+$19.4K	0.01%	194
2022 Q3	–	Sell	-300	Closed	-$19.7K	–	203
2022 Q2	$19.7K	Hold	300	–	–	0.02%	191
2022 Q1	$23.8K	Hold	300	–	–	0.01%	204
2021 Q4	$23K	Hold	300	–	–	0.01%	205
2021 Q3	$19.8K	Hold	300	–	–	0.01%	206
2021 Q2	$21K	Hold	300	–	–	0.01%	205
2021 Q1	$19.6K	Hold	300	–	–	0.01%	205
2020 Q4	$16.9K	Hold	300	–	–	0.01%	207
2020 Q3	$13.9K	Hold	300	–	–	0.01%	206
2020 Q2	$13.4K	Hold	300	–	–	0.01%	200
2020 Q1	$12.7K	Hold	300	–	–	0.01%	193
2019 Q4	$16.8K	Hold	300	–	–	0.01%	200
2019 Q3	$17.5K	Hold	300	–	–	0.01%	198
2019 Q2	$17.5K	Hold	300	–	–	0.01%	188
2019 Q1	$16.3K	Hold	300	–	–	0.01%	178
2018 Q4	$14.9K	Sell	300 -183	-38%	-$10K	0.02%	181
2018 Q3	$29.4K	Hold	483	–	–	0.02%	152
2018 Q2	$27.9K	Hold	483	–	–	0.02%	151
2018 Q1	$27.5K	Hold	483	–	–	0.02%	149
2017 Q4	$28.3K	Buy	+483	New	+$27.6K	0.02%	146

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

Cascade Investment Advisors's TD Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 300 shares — an estimated $18K sold.

Cascade Investment Advisors first reported a position in TD in Q4 2017 and held it in 20 quarters. The position peaked at $29.4K in Q3 2018. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Cascade Investment Advisors reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 300 Toronto Dominion Bank shares in Q2 2023, an estimated $18K.
Cascade Investment Advisors first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 20 quarters.
Cascade Investment Advisors's Toronto Dominion Bank position peaked at $29.4K in Q3 2018.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.