First National Bank of South Miami’s Toronto Dominion Bank TD Stock Holding History

First National Bank of South Miami’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	$182K	Sell	2,940 -378	-11%	-$22.7K	0.15%	131
2023 Q1	$199K	Buy	3,318 +209	+7%	+$13.5K	0.16%	123
2022 Q4	$201K	Hold	3,109	–	–	0.15%	121
2022 Q3	$191K	Sell	3,109 -373	-11%	-$24.1K	0.15%	120
2022 Q2	$228K	Buy	3,482 +750	+27%	+$54.5K	0.16%	120
2022 Q1	$217K	Buy	2,732 +429	+19%	+$34.6K	0.13%	131
2021 Q4	$177K	Buy	2,303 +504	+28%	+$36.7K	0.11%	144
2021 Q3	$119K	Buy	1,799 +162	+10%	+$10.8K	0.08%	158
2021 Q2	$115K	Buy	1,637 +946	+137%	+$66.2K	0.08%	160
2021 Q1	$45K	Buy	691 +495	+253%	+$30.2K	0.03%	201
2020 Q4	$11K	Buy	+196	New	+$9.93K	0.01%	242
2020 Q3	–	Sell	-79	Closed	-$4K	–	297
2020 Q2	$4K	Hold	79	–	–	﹤0.01%	263
2020 Q1	$3K	Hold	79	–	–	﹤0.01%	256
2019 Q4	$4K	Buy	+79	New	+$4.48K	﹤0.01%	251

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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 $57.2B AUM 35.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $83.3B AUM 31.19% 1-Year Est. Return

First National Bank of South Miami's TD Position: Q2 2023 in Review

First National Bank of South Miami reduced its Toronto Dominion Bank (TD) stake by 11% in Q2 2023, selling an estimated $22.7K and leaving 2,940 shares worth $182K. The position accounts for 0.15% of the portfolio, ranked #131.

First National Bank of South Miami first reported a position in TD in Q4 2019 and has held it in 14 quarters since. The position peaked at $228K in Q2 2022. 687 funds tracked by Wall St. Rank hold TD as of Q2 2023.

First National Bank of South Miami held 2,940 shares of Toronto Dominion Bank worth $182K as of Q2 2023.
First National Bank of South Miami sold 378 Toronto Dominion Bank shares in Q2 2023, an estimated $22.7K.
Toronto Dominion Bank made up 0.15% of First National Bank of South Miami's portfolio in Q2 2023, its #131 holding.
First National Bank of South Miami first reported a position in Toronto Dominion Bank in Q4 2019 and has held it in 14 quarters since.
First National Bank of South Miami's Toronto Dominion Bank position peaked at $228K in Q2 2022.
687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.