Inverness Counsel’s Toronto Dominion Bank TD Stock Holding History

Inverness Counsel’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
2022 Q3	$245K	Hold	4,000	–	–	0.01%	170
2022 Q2	$262K	Hold	4,000	–	–	0.01%	149
2022 Q1	$318K	Hold	4,000	–	–	0.01%	147
2021 Q4	$307K	Buy	+4,000	New	+$292K	0.01%	153

Other funds holding TD

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Inverness Counsel's TD Position: Q3 2022 in Review

Inverness Counsel held its Toronto Dominion Bank (TD) position steady in Q3 2022 at 4,000 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #170.

Inverness Counsel first reported a position in TD in Q4 2021 and has held it in 4 quarters since. The position peaked at $318K in Q1 2022. 675 funds tracked by Wall St. Rank hold TD as of Q3 2022.

Inverness Counsel held 4,000 shares of Toronto Dominion Bank worth $245K as of Q3 2022.
Inverness Counsel left its Toronto Dominion Bank share count unchanged in Q3 2022.
Toronto Dominion Bank made up 0.01% of Inverness Counsel's portfolio in Q3 2022, its #170 holding.
Inverness Counsel first reported a position in Toronto Dominion Bank in Q4 2021 and has held it in 4 quarters since.
Inverness Counsel's Toronto Dominion Bank position peaked at $318K in Q1 2022.
675 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.