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HeadInvest LLC’s Toronto Dominion Bank TD Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-2,188
Closed -$129K – 640
2023
Q3 		$129K Buy
+2,188
New +$136K 0.03% 255

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

HeadInvest LLC's TD Position: Q4 2023 in Review

HeadInvest LLC sold out of Toronto Dominion Bank (TD) in Q4 2023, closing a stake of 2,188 shares — an estimated $129K sold.

HeadInvest LLC first reported a position in TD in Q3 2023 and held it in 1 quarter. The position peaked at $129K in Q3 2023. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

  • HeadInvest LLC reported no remaining Toronto Dominion Bank position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 2,188 Toronto Dominion Bank shares in Q4 2023, an estimated $129K.
  • HeadInvest LLC first reported a position in Toronto Dominion Bank in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Toronto Dominion Bank position peaked at $129K in Q3 2023.
  • 701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.