Family Management’s Toronto Dominion Bank TD Stock Holding History

Family 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
2023 Q1	–	Sell	-10,500	Closed	-$680K	–	173
2022 Q4	$680K	Hold	10,500	–	–	0.17%	74
2022 Q3	$644K	Hold	10,500	–	–	0.17%	75
2022 Q2	$689K	Buy	+10,500	New	+$763K	0.19%	77
2020 Q2	–	Sell	-7,115	Closed	-$302K	–	174
2020 Q1	$302K	Buy	+7,115	New	+$365K	0.15%	94
2018 Q1	–	Sell	-76,862	Closed	-$4.5M	–	70
2017 Q4	$4.5M	Sell	76,862 -1,445	-2%	-$82.6K	3.14%	14
2017 Q3	$4.41M	Sell	78,307 -1,565	-2%	-$82.2K	3.02%	13
2017 Q2	$4.02M	Buy	79,872 +8,935	+13%	+$431K	2.77%	19
2017 Q1	$3.55M	Sell	70,937 -1,813	-2%	-$92.6K	2.45%	19
2016 Q4	$3.59M	Sell	72,750 -2,775	-4%	-$130K	2.46%	18
2016 Q3	$3.35M	Buy	75,525 +150	+0.2%	+$6.57K	1.9%	22
2016 Q2	$3.24M	Buy	+75,375	New	+$3.28M	1.83%	22

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

Family Management's TD Position: Q1 2023 in Review

Family Management sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 10,500 shares — an estimated $680K sold.

Family Management first reported a position in TD in Q2 2016 and held it in 11 quarters. The position peaked at $4.5M in Q4 2017. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

Family Management reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
Family Management sold 10,500 Toronto Dominion Bank shares in Q1 2023, an estimated $680K.
Family Management first reported a position in Toronto Dominion Bank in Q2 2016 and held it in 11 quarters.
Family Management's Toronto Dominion Bank position peaked at $4.5M in Q4 2017.
695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Family Management's 13F filing for Q1 2023, filed 15 May 2023.