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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
2019
Q1 		– Sell
-1,000
Closed -$50K – 1524
2018
Q4 		$50K Buy
+1,000
New +$54.7K 0.01% 545

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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.