Intercontinental Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Intercontinental Wealth Advisors’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	$371K	Sell	5,986 -127	-2%	-$7.64K	0.09%	229
2023 Q1	$366K	Sell	6,113 -155	-2%	-$10K	0.09%	235
2022 Q4	$406K	Sell	6,268 -10	-0.2%	-$646	0.12%	191
2022 Q3	$385K	Hold	6,278	–	–	0.12%	193
2022 Q2	$412K	Hold	6,278	–	–	0.11%	187
2022 Q1	$499K	Sell	6,278 -5	-0.1%	-$403	0.11%	180
2021 Q4	$482K	Sell	6,283 -20	-0.3%	-$1.46K	0.1%	189
2021 Q3	$417K	Sell	6,303 -5,438	-46%	-$363K	0.1%	190
2021 Q2	$822K	Sell	11,741 -1,102	-9%	-$77.1K	0.16%	105
2021 Q1	$837K	Sell	12,843 -649	-5%	-$39.6K	0.18%	102
2020 Q4	$761K	Sell	13,492 -4,304	-24%	-$218K	0.18%	101
2020 Q3	$823K	Sell	17,796 -714	-4%	-$33.2K	0.24%	84
2020 Q2	$826K	Sell	18,510 -3,075	-14%	-$131K	0.27%	81
2020 Q1	$915K	Buy	21,585 +11,446	+113%	+$587K	0.48%	48
2019 Q4	$574K	Sell	10,139 -16,342	-62%	-$927K	0.48%	41
2019 Q3	$1.54M	Sell	26,481 -666	-2%	-$37.9K	0.95%	23
2019 Q2	$1.58M	Sell	27,147 -2,667	-9%	-$150K	0.82%	23
2019 Q1	$1.62M	Sell	29,814 -1,360	-4%	-$75.2K	0.8%	25
2018 Q4	$1.55M	Sell	31,174 -2,241	-7%	-$123K	0.87%	24
2018 Q3	$2.03M	Sell	33,415 -1,573	-4%	-$93.7K	1.02%	23
2018 Q2	$2.02M	Sell	34,988 -4,222	-11%	-$242K	1.12%	21
2018 Q1	$2.23M	Sell	39,210 -8,931	-19%	-$523K	1.29%	16
2017 Q4	$2.82M	Sell	48,141 -6,297	-12%	-$360K	1.58%	12
2017 Q3	$3.06M	Sell	54,438 -3,182	-6%	-$167K	1.87%	11
2017 Q2	$2.9M	Sell	57,620 -8,801	-13%	-$424K	1.87%	10
2017 Q1	$3.33M	Buy	66,421 +714	+1%	+$36.5K	2%	15
2016 Q4	$3.24M	Sell	65,707 -1,858	-3%	-$86.8K	2.09%	14
2016 Q3	$3M	Sell	67,565 -1,925	-3%	-$84.4K	2.14%	14
2016 Q2	$2.98M	Sell	69,490 -4,802	-6%	-$209K	2.2%	15
2016 Q1	$3.2M	Sell	74,292 -1,989	-3%	-$76.8K	2.41%	11
2015 Q4	$2.99M	Buy	+76,281	New	+$3.09M	2.05%	15

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

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

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

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

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

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

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

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

Intercontinental Wealth Advisors's TD Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Toronto Dominion Bank (TD) stake by 2.1% in Q2 2023, selling an estimated $7.64K and leaving 5,986 shares worth $371K. The position accounts for 0.09% of the portfolio, ranked #229.

Intercontinental Wealth Advisors first reported a position in TD in Q4 2015 and has held it in 31 quarters since. The position peaked at $3.33M in Q1 2017. 687 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Intercontinental Wealth Advisors held 5,986 shares of Toronto Dominion Bank worth $371K as of Q2 2023.
Intercontinental Wealth Advisors sold 127 Toronto Dominion Bank shares in Q2 2023, an estimated $7.64K.
Toronto Dominion Bank made up 0.09% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #229 holding.
Intercontinental Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's Toronto Dominion Bank position peaked at $3.33M in Q1 2017.
687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.