Hennion & Walsh Asset Management’s Toronto Dominion Bank TD Stock Holding History

Hennion & Walsh Asset 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	-5,365	Closed	-$347K	–	800
2022 Q4	$347K	Sell	5,365 -29	-0.5%	-$1.87K	0.02%	586
2022 Q3	$331K	Sell	5,394 -152	-3%	-$9.84K	0.02%	579
2022 Q2	$364K	Buy	5,546 +174	+3%	+$12.6K	0.02%	568
2022 Q1	$427K	Sell	5,372 -90	-2%	-$7.25K	0.02%	547
2021 Q4	$419K	Sell	5,462 -9	-0.2%	-$656	0.02%	578
2021 Q3	$362K	Buy	5,471 +724	+15%	+$48.3K	0.02%	590
2021 Q2	$333K	Buy	+4,747	New	+$332K	0.02%	594

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 $123B AUM 34.51% 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 $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Hennion & Walsh Asset Management's TD Position: Q1 2023 in Review

Hennion & Walsh Asset Management sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 5,365 shares — an estimated $347K sold.

Hennion & Walsh Asset Management first reported a position in TD in Q2 2021 and held it in 7 quarters. The position peaked at $427K in Q1 2022. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

Hennion & Walsh Asset Management reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
Hennion & Walsh Asset Management sold 5,365 Toronto Dominion Bank shares in Q1 2023, an estimated $347K.
Hennion & Walsh Asset Management first reported a position in Toronto Dominion Bank in Q2 2021 and held it in 7 quarters.
Hennion & Walsh Asset Management's Toronto Dominion Bank position peaked at $427K in Q1 2022.
695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2023, filed 20 Apr 2023.