Inlet Private Wealth’s Toronto Dominion Bank TD Stock Holding History

Inlet Private Wealth’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	–	Sell	-25,115	Closed	-$1.5M	–	134
2023 Q1	$1.5M	Hold	25,115	–	–	0.39%	70
2022 Q4	$1.63M	Hold	25,115	–	–	0.42%	65
2022 Q3	$1.54M	Buy	25,115 +3,000	+14%	+$194K	0.46%	64
2022 Q2	$1.45M	Buy	22,115 +11,215	+103%	+$814K	0.41%	66
2022 Q1	$866K	Hold	10,900	–	–	0.22%	84
2021 Q4	$836K	Buy	10,900 +800	+8%	+$58.3K	0.2%	90
2021 Q3	$668K	Buy	+10,100	New	+$673K	0.18%	93
2019 Q4	–	Sell	-4,500	Closed	-$262K	–	147
2019 Q3	$262K	Hold	4,500	–	–	0.1%	125
2019 Q2	$264K	Hold	4,500	–	–	0.09%	124
2019 Q1	$244K	Buy	+4,500	New	+$249K	0.1%	129

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

Inlet Private Wealth's TD Position: Q2 2023 in Review

Inlet Private Wealth sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 25,115 shares — an estimated $1.5M sold.

Inlet Private Wealth first reported a position in TD in Q1 2019 and held it in 10 quarters. The position peaked at $1.63M in Q4 2022. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Inlet Private Wealth reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Inlet Private Wealth sold 25,115 Toronto Dominion Bank shares in Q2 2023, an estimated $1.5M.
Inlet Private Wealth first reported a position in Toronto Dominion Bank in Q1 2019 and held it in 10 quarters.
Inlet Private Wealth's Toronto Dominion Bank position peaked at $1.63M in Q4 2022.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Inlet Private Wealth's 13F filing for Q2 2023, filed 27 Jul 2023.