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GDS Wealth Management’s Toronto Dominion Bank TD Stock Holding History

GDS Wealth 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
-3,305
Closed -$214K – 119
2022
Q4 		$214K Hold
3,305
– – 0.04% 111
2022
Q3 		$203K Sell
3,305
-486
-13% -$31.5K 0.05% 102
2022
Q2 		$249K Buy
3,791
+486
+15% +$35.3K 0.06% 97
2022
Q1 		$245K Sell
3,305
-17
-0.5% -$1.37K 0.05% 96
2021
Q4 		$255K Buy
+3,322
New +$242K 0.06% 97

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $1.37T AUM 24.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

GDS Wealth Management's TD Position: Q1 2023 in Review

GDS Wealth Management sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 3,305 shares — an estimated $214K sold.

GDS Wealth Management first reported a position in TD in Q4 2021 and held it in 5 quarters. The position peaked at $255K in Q4 2021. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

  • GDS Wealth Management reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
  • GDS Wealth Management sold 3,305 Toronto Dominion Bank shares in Q1 2023, an estimated $214K.
  • GDS Wealth Management first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 5 quarters.
  • GDS Wealth Management's Toronto Dominion Bank position peaked at $255K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on GDS Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.