Financial Counselors Inc’s Toronto Dominion Bank TD Stock Holding History

Financial Counselors Inc’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 Q3	–	Sell	-4,341	Closed	-$269K	–	568
2023 Q2	$269K	Sell	4,341 -5	-0.1%	-$301	0.01%	445
2023 Q1	$260K	Sell	4,346 -286	-6%	-$18.5K	0.01%	446
2022 Q4	$300K	Sell	4,632 -96	-2%	-$6.2K	0.01%	430
2022 Q3	$290K	Sell	4,728 -650	-12%	-$42.1K	0.01%	417
2022 Q2	$353K	Buy	5,378 +225	+4%	+$16.3K	0.01%	402
2022 Q1	$409K	Buy	5,153 +2,332	+83%	+$188K	0.01%	384
2021 Q4	$216K	Sell	2,821 -2,306	-45%	-$168K	﹤0.01%	488
2021 Q3	$339K	Hold	5,127	–	–	0.01%	427
2021 Q2	$359K	Sell	5,127 -543	-10%	-$38K	0.01%	410
2021 Q1	$370K	Sell	5,670 -17	-0.3%	-$1.04K	0.01%	402
2020 Q4	$321K	Sell	5,687 -950	-14%	-$48.1K	0.01%	420
2020 Q3	$307K	Sell	6,637 -235	-3%	-$10.9K	0.01%	402
2020 Q2	$307K	Buy	+6,872	New	+$293K	0.01%	409

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Counselors Inc's TD Position: Q3 2023 in Review

Financial Counselors Inc sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 4,341 shares — an estimated $269K sold.

Financial Counselors Inc first reported a position in TD in Q2 2020 and held it in 13 quarters. The position peaked at $409K in Q1 2022. 647 funds tracked by Wall St. Rank hold TD as of Q3 2023.

Financial Counselors Inc reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
Financial Counselors Inc sold 4,341 Toronto Dominion Bank shares in Q3 2023, an estimated $269K.
Financial Counselors Inc first reported a position in Toronto Dominion Bank in Q2 2020 and held it in 13 quarters.
Financial Counselors Inc's Toronto Dominion Bank position peaked at $409K in Q1 2022.
647 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Financial Counselors Inc's 13F filing for Q3 2023, filed 7 Nov 2023.