Kozak & Associates’s Toronto Dominion Bank TD Stock Holding History

Kozak & Associates’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 Q4	–	Sell	-160	Closed	-$9.34K	–	407
2023 Q3	$9.34K	Hold	160	–	–	﹤0.01%	239
2023 Q2	$10K	Hold	160	–	–	﹤0.01%	227
2023 Q1	$9.58K	Hold	160	–	–	﹤0.01%	230
2022 Q4	$10K	Hold	160	–	–	0.01%	229
2022 Q3	$9K	Hold	160	–	–	0.01%	230
2022 Q2	$10K	Hold	160	–	–	0.01%	231
2022 Q1	$12K	Hold	160	–	–	0.01%	241
2021 Q4	$12K	Buy	+160	New	+$11.7K	0.01%	241

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Kozak & Associates's TD Position: Q4 2023 in Review

Kozak & Associates sold out of Toronto Dominion Bank (TD) in Q4 2023, closing a stake of 160 shares — an estimated $9.34K sold.

Kozak & Associates first reported a position in TD in Q4 2021 and held it in 8 quarters. The position peaked at $12K in Q1 2022. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

Kozak & Associates reported no remaining Toronto Dominion Bank position as of Q4 2023 after selling out during the quarter.
Kozak & Associates sold 160 Toronto Dominion Bank shares in Q4 2023, an estimated $9.34K.
Kozak & Associates first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 8 quarters.
Kozak & Associates's Toronto Dominion Bank position peaked at $12K in Q1 2022.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Kozak & Associates's 13F filing for Q4 2023, filed 17 Jan 2024.