Connectus Wealth’s Toronto Dominion Bank TD Stock Holding History

Connectus Wealth’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	-94,305	Closed	-$5.65M	–	478
2023 Q1	$5.65M	Buy	94,305 +1,450	+2%	+$93.7K	0.14%	133
2022 Q4	$6.01M	Buy	+92,855	New	+$6M	0.14%	131
2022 Q1	–	Sell	-4,182	Closed	-$321K	–	409
2021 Q4	$321K	Buy	+4,182	New	+$305K	0.01%	293

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

Connectus Wealth's TD Position: Q2 2023 in Review

Connectus Wealth sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 94,305 shares — an estimated $5.65M sold.

Connectus Wealth first reported a position in TD in Q4 2021 and held it in 3 quarters. The position peaked at $6.01M in Q4 2022. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Connectus Wealth reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Connectus Wealth sold 94,305 Toronto Dominion Bank shares in Q2 2023, an estimated $5.65M.
Connectus Wealth first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 3 quarters.
Connectus Wealth's Toronto Dominion Bank position peaked at $6.01M in Q4 2022.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

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