Cox Capital Management’s Toronto Dominion Bank TD Stock Holding History

Cox Capital 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 Q1	–	Sell	-36,539	Closed	-$2.8M	–	76
2021 Q4	$2.8M	Buy	36,539 +283	+0.8%	+$20.6K	1.66%	24
2021 Q3	$2.4M	Buy	36,256 +3,409	+10%	+$227K	1.62%	27
2021 Q2	$2.3M	Buy	32,847 +104	+0.3%	+$7.28K	1.54%	27
2021 Q1	$2.13M	Sell	32,743 -458	-1%	-$28K	1.48%	27
2020 Q4	$1.87M	Buy	33,201 +16,406	+98%	+$831K	1.43%	33
2020 Q3	$777K	Sell	16,795 -45	-0.3%	-$2.1K	0.69%	61
2020 Q2	$751K	Sell	16,840 -22,597	-57%	-$962K	0.74%	55
2020 Q1	$2.21M	Hold	39,437	–	–	1.93%	16
2019 Q4	$2.21M	Buy	39,437 +1,119	+3%	+$63.5K	2.01%	16
2019 Q3	$2.23M	Buy	38,318 +24,014	+168%	+$1.37M	2.18%	16
2019 Q2	$835K	Buy	14,304 +537	+4%	+$30.2K	0.85%	47
2019 Q1	$748K	Buy	13,767 +19	+0.1%	+$1.05K	0.81%	48
2018 Q4	$748K	Buy	13,748 +294	+2%	+$16.1K	0.88%	44
2018 Q3	$818K	Buy	13,454 +286	+2%	+$17K	0.87%	43
2018 Q2	$762K	Buy	+13,168	New	+$754K	0.92%	47

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Cox Capital Management's TD Position: Q1 2022 in Review

Cox Capital Management sold out of Toronto Dominion Bank (TD) in Q1 2022, closing a stake of 36,539 shares — an estimated $2.8M sold.

Cox Capital Management first reported a position in TD in Q2 2018 and held it in 15 quarters. The position peaked at $2.8M in Q4 2021. 735 funds tracked by Wall St. Rank hold TD as of Q1 2022.

Cox Capital Management reported no remaining Toronto Dominion Bank position as of Q1 2022 after selling out during the quarter.
Cox Capital Management sold 36,539 Toronto Dominion Bank shares in Q1 2022, an estimated $2.8M.
Cox Capital Management first reported a position in Toronto Dominion Bank in Q2 2018 and held it in 15 quarters.
Cox Capital Management's Toronto Dominion Bank position peaked at $2.8M in Q4 2021.
735 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2022.

Based on Cox Capital Management's 13F filing for Q1 2022, filed 5 Apr 2022.