Kalos Management’s Toronto Dominion Bank TD Stock Holding History

Kalos 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 Q2	–	Sell	-262	Closed	-$15.7K	–	340
2023 Q1	$15.7K	Buy	+262	New	+$16.9K	0.03%	173
2019 Q3	–	Sell	-43,735	Closed	-$2.18M	–	231
2019 Q2	$2.18M	Buy	43,735 +7,434	+20%	+$418K	0.99%	27
2019 Q1	$1.97M	Sell	36,301 -8,212	-18%	-$454K	1.27%	23
2018 Q4	$2.22M	Sell	44,513 -3,021	-6%	-$165K	1.08%	28
2018 Q3	$2.88M	Sell	47,534 -1,667	-3%	-$99.3K	1.55%	18
2018 Q2	$2.85M	Sell	49,201 -334	-0.7%	-$19.1K	1.29%	25
2018 Q1	$2.82M	Buy	+49,535	New	+$2.9M	1.66%	21

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

Kalos Management's TD Position: Q2 2023 in Review

Kalos Management sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 262 shares — an estimated $15.7K sold.

Kalos Management first reported a position in TD in Q1 2018 and held it in 7 quarters. The position peaked at $2.88M in Q3 2018. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Kalos Management reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 262 Toronto Dominion Bank shares in Q2 2023, an estimated $15.7K.
Kalos Management first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 7 quarters.
Kalos Management's Toronto Dominion Bank position peaked at $2.88M in Q3 2018.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.