Lugano Financial Advisors SA (LFA)’s Toronto Dominion Bank TD Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-60	Closed	-$4.91K	–	201
2023 Q3	$4.91K	Buy	+60	New	+$3.74K	﹤0.01%	170

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

Lugano Financial Advisors SA (LFA)'s TD Position: Q4 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Toronto Dominion Bank (TD) in Q4 2023, closing a stake of 60 shares — an estimated $4.91K sold.

Lugano Financial Advisors SA (LFA) first reported a position in TD in Q3 2023 and held it in 1 quarter. The position peaked at $4.91K in Q3 2023. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

Lugano Financial Advisors SA (LFA) reported no remaining Toronto Dominion Bank position as of Q4 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 60 Toronto Dominion Bank shares in Q4 2023, an estimated $4.91K.
Lugano Financial Advisors SA (LFA) first reported a position in Toronto Dominion Bank in Q3 2023 and held it in 1 quarter.
Lugano Financial Advisors SA (LFA)'s Toronto Dominion Bank position peaked at $4.91K in Q3 2023.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2023, filed 22 Jan 2024.