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Castle Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-143
Closed -$9K – 577
2022
Q3 		$9K Hold
143
– – 0.01% 438
2022
Q2 		$9K Buy
+143
New +$10.4K 0.01% 425

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Castle Wealth Management's TD Position: Q4 2022 in Review

Castle Wealth Management sold out of Toronto Dominion Bank (TD) in Q4 2022, closing a stake of 143 shares — an estimated $9K sold.

Castle Wealth Management first reported a position in TD in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 710 funds tracked by Wall St. Rank hold TD as of Q4 2022.

  • Castle Wealth Management reported no remaining Toronto Dominion Bank position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 143 Toronto Dominion Bank shares in Q4 2022, an estimated $9K.
  • Castle Wealth Management first reported a position in Toronto Dominion Bank in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Toronto Dominion Bank position peaked at $9K in Q3 2022.
  • 710 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.