Coppell Advisory Solutions’s Toronto Dominion Bank TD Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-52	Closed	-$2.76K	–	1689
2024 Q4	$2.76K	Sell	52 -300	-85%	-$16.8K	﹤0.01%	1475
2024 Q3	$22.3K	Hold	352	–	–	﹤0.01%	827
2024 Q2	$19.3K	Buy	+352	New	+$19.9K	﹤0.01%	799
2023 Q4	$24.5K	Buy	379 +327	+629%	+$19.6K	﹤0.01%	673
2023 Q3	$3.37K	Sell	52 -100	-66%	-$6.23K	﹤0.01%	788
2023 Q2	$9.35K	Buy	+152	New	+$9.14K	﹤0.01%	705
2023 Q1	–	Sell	-52	Closed	-$3.37K	–	969
2022 Q4	$3.37K	Buy	+52	New	+$3.36K	﹤0.01%	790

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Coppell Advisory Solutions's TD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Toronto Dominion Bank (TD) in Q1 2025, closing a stake of 52 shares — an estimated $2.76K sold.

Coppell Advisory Solutions first reported a position in TD in Q4 2022 and held it in 7 quarters. The position peaked at $24.5K in Q4 2023. 635 funds tracked by Wall St. Rank hold TD as of Q1 2025.

Coppell Advisory Solutions reported no remaining Toronto Dominion Bank position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 52 Toronto Dominion Bank shares in Q1 2025, an estimated $2.76K.
Coppell Advisory Solutions first reported a position in Toronto Dominion Bank in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Toronto Dominion Bank position peaked at $24.5K in Q4 2023.
635 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.