Koss-Olinger Consulting’s Toronto Dominion Bank TD Stock Holding History

Koss-Olinger Consulting’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 Q4	–	Sell	-4,518	Closed	-$277K	–	271
2022 Q3	$277K	Sell	4,518 -790	-15%	-$51.1K	0.05%	166
2022 Q2	$348K	Sell	5,308 -1,389	-21%	-$101K	0.06%	115
2022 Q1	$532K	Sell	6,697 -1,439	-18%	-$116K	0.09%	95
2021 Q4	$624K	Sell	8,136 -4,372	-35%	-$319K	0.1%	86
2021 Q3	$827K	Sell	12,508 -4,313	-26%	-$288K	0.13%	72
2021 Q2	$1.18M	Buy	16,821 +1,568	+10%	+$110K	0.17%	70
2021 Q1	$995K	Buy	+15,253	New	+$931K	0.17%	72

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

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

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

Koss-Olinger Consulting's TD Position: Q4 2022 in Review

Koss-Olinger Consulting sold out of Toronto Dominion Bank (TD) in Q4 2022, closing a stake of 4,518 shares — an estimated $277K sold.

Koss-Olinger Consulting first reported a position in TD in Q1 2021 and held it in 7 quarters. The position peaked at $1.18M in Q2 2021. 709 funds tracked by Wall St. Rank hold TD as of Q4 2022.

Koss-Olinger Consulting reported no remaining Toronto Dominion Bank position as of Q4 2022 after selling out during the quarter.
Koss-Olinger Consulting sold 4,518 Toronto Dominion Bank shares in Q4 2022, an estimated $277K.
Koss-Olinger Consulting first reported a position in Toronto Dominion Bank in Q1 2021 and held it in 7 quarters.
Koss-Olinger Consulting's Toronto Dominion Bank position peaked at $1.18M in Q2 2021.
709 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2022.

Based on Koss-Olinger Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.