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Kula Investments’s Toronto Dominion Bank TD Stock Holding History

Kula Investments’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
Q1 		$376K Buy
6,275
+2,325
+59% +$150K 0.09% 389
2022
Q4 		$256K Buy
+3,950
New +$255K 0.08% 440

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kula Investments's TD Position: Q1 2023 in Review

Kula Investments increased its Toronto Dominion Bank (TD) stake by 59% in Q1 2023, buying an estimated $150K and bringing the position to 6,275 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #389.

Kula Investments first reported a position in TD in Q4 2022 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

  • Kula Investments held 6,275 shares of Toronto Dominion Bank worth $376K as of Q1 2023.
  • Kula Investments bought 2,325 Toronto Dominion Bank shares in Q1 2023, an estimated $150K.
  • Toronto Dominion Bank made up 0.09% of Kula Investments's portfolio in Q1 2023, its #389 holding.
  • Kula Investments first reported a position in Toronto Dominion Bank in Q4 2022 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.