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Financial Architects (New Jersey)’s Toronto Dominion Bank TD Stock Holding History

Financial Architects (New Jersey)’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 		$329K Sell
5,302
-208
-4% -$12.5K 0.05% 250
2023
Q1 		$330K Hold
5,510
– – 0.05% 250
2022
Q4 		$357K Sell
5,510
-331
-6% -$21.4K 0.06% 250
2022
Q3 		$358K Buy
+5,841
New +$378K 0.06% 232
2022
Q2 		– Sell
-5,836
Closed -$463K – 256
2022
Q1 		$463K Sell
5,836
-270
-4% -$21.8K 0.07% 206
2021
Q4 		$468K Buy
6,106
+365
+6% +$26.6K 0.06% 214
2021
Q3 		$380K Hold
5,741
– – 0.06% 232
2021
Q2 		$402K Sell
5,741
-207
-3% -$14.5K 0.06% 229
2021
Q1 		$388K Sell
5,948
-85
-1% -$5.19K 0.06% 226
2020
Q4 		$340K Sell
6,033
-500
-8% -$25.3K 0.06% 209
2020
Q3 		$302K Sell
6,533
-958
-13% -$44.6K 0.07% 198
2020
Q2 		$334K Sell
7,491
-500
-6% -$21.3K 0.08% 174
2020
Q1 		$339K Sell
7,991
-529
-6% -$27.1K 0.09% 157
2019
Q4 		$478K Buy
8,520
+190
+2% +$10.8K 0.1% 148
2019
Q3 		$485K Sell
8,330
-371
-4% -$21.1K 0.11% 140
2019
Q2 		$508K Sell
8,701
-244
-3% -$13.7K 0.09% 148
2019
Q1 		$486K Buy
8,945
+118
+1% +$6.52K 0.08% 166
2018
Q4 		$439K Hold
8,827
– – 0.08% 156
2018
Q3 		$537K Sell
8,827
-500
-5% -$29.8K 0.09% 170
2018
Q2 		$540K Buy
9,327
+254
+3% +$14.5K 0.1% 155
2018
Q1 		$516K Sell
9,073
-300
-3% -$17.6K 0.1% 154
2017
Q4 		$549K Sell
9,373
-568
-6% -$32.5K 0.09% 152
2017
Q3 		$559K Hold
9,941
– – 0.1% 147
2017
Q2 		$501K Sell
9,941
-665
-6% -$32.1K 0.09% 153
2017
Q1 		$531K Sell
10,606
-400
-4% -$20.4K 0.09% 150
2016
Q4 		$543K Sell
11,006
-350
-3% -$16.4K 0.13% 137
2016
Q3 		$504K Sell
11,356
-260
-2% -$11.4K 0.14% 132
2016
Q2 		$499K Sell
11,616
-404
-3% -$17.6K 0.14% 128
2016
Q1 		$518K Sell
12,020
-1,063
-8% -$41K 0.19% 105
2015
Q4 		$512K Sell
13,083
-1,664
-11% -$67.3K 0.21% 108
2015
Q3 		$581K Sell
14,747
-160
-1% -$6.37K 0.25% 93
2015
Q2 		$634K Sell
14,907
-1,000
-6% -$44.8K 0.23% 82
2015
Q1 		$682K Sell
15,907
-700
-4% -$30.1K 0.26% 74
2014
Q4 		$793K Buy
16,607
+277
+2% +$13.4K 0.35% 64
2014
Q3 		$807K Sell
16,330
-1,148
-7% -$59.6K 0.4% 56
2014
Q2 		$899K Buy
17,478
+100
+0.6% +$4.85K 0.43% 53
2014
Q1 		$816K Sell
17,378
-1,500
-8% -$67.6K 0.49% 50
2013
Q4 		$890K Buy
18,878
+3,170
+20% +$144K 0.52% 50
2013
Q3 		$706K Sell
15,708
-1,468
-9% -$62.4K 0.46% 50
2013
Q2 		$691K Buy
+17,176
New +$692K 0.51% 46

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Financial Architects (New Jersey)'s TD Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Toronto Dominion Bank (TD) stake by 3.8% in Q2 2023, selling an estimated $12.5K and leaving 5,302 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #250.

Financial Architects (New Jersey) first reported a position in TD in Q2 2013 and has held it in 40 quarters since. The position peaked at $899K in Q2 2014. 687 funds tracked by Wall St. Rank hold TD as of Q2 2023.

  • Financial Architects (New Jersey) held 5,302 shares of Toronto Dominion Bank worth $329K as of Q2 2023.
  • Financial Architects (New Jersey) sold 208 Toronto Dominion Bank shares in Q2 2023, an estimated $12.5K.
  • Toronto Dominion Bank made up 0.05% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #250 holding.
  • Financial Architects (New Jersey) first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s Toronto Dominion Bank position peaked at $899K in Q2 2014.
  • 687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.