Innovis Asset Management’s Toronto Dominion Bank TD Stock Holding History

Innovis 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 Q3	$258K	Buy	4,278 +62	+1%	+$3.87K	0.1%	122
2023 Q2	$261K	Sell	4,216 -62	-1%	-$3.73K	0.1%	131
2023 Q1	$256K	Buy	4,278 +216	+5%	+$14K	0.1%	131
2022 Q4	$263K	Buy	+4,062	New	+$262K	0.12%	116

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Innovis Asset Management's TD Position: Q3 2023 in Review

Innovis Asset Management increased its Toronto Dominion Bank (TD) stake by 1.5% in Q3 2023, buying an estimated $3.87K and bringing the position to 4,278 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #122.

Innovis Asset Management first reported a position in TD in Q4 2022 and has held it in 4 quarters since. The position peaked at $263K in Q4 2022. 647 funds tracked by Wall St. Rank hold TD as of Q3 2023.

Innovis Asset Management held 4,278 shares of Toronto Dominion Bank worth $258K as of Q3 2023.
Innovis Asset Management bought 62 Toronto Dominion Bank shares in Q3 2023, an estimated $3.87K.
Toronto Dominion Bank made up 0.1% of Innovis Asset Management's portfolio in Q3 2023, its #122 holding.
Innovis Asset Management first reported a position in Toronto Dominion Bank in Q4 2022 and has held it in 4 quarters since.
Innovis Asset Management's Toronto Dominion Bank position peaked at $263K in Q4 2022.
647 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Innovis Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.