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Goelzer Investment Management’s Toronto Dominion Bank TD Stock Holding History

Goelzer Investment 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
-3,296
Closed -$213K – 238
2022
Q4 		$213K Buy
+3,296
New +$213K 0.02% 233

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

Goelzer Investment Management's TD Position: Q1 2023 in Review

Goelzer Investment Management sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 3,296 shares — an estimated $213K sold.

Goelzer Investment Management first reported a position in TD in Q4 2022 and held it in 1 quarter. The position peaked at $213K in Q4 2022. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

  • Goelzer Investment Management reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
  • Goelzer Investment Management sold 3,296 Toronto Dominion Bank shares in Q1 2023, an estimated $213K.
  • Goelzer Investment Management first reported a position in Toronto Dominion Bank in Q4 2022 and held it in 1 quarter.
  • Goelzer Investment Management's Toronto Dominion Bank position peaked at $213K in Q4 2022.
  • 695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Goelzer Investment Management's 13F filing for Q1 2023, filed 28 Apr 2023.