M Holdings Securities’s Toronto Dominion Bank TD Stock Holding History

M Holdings Securities’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 Q3	–	Sell	-19,036	Closed	-$1.18M	–	293
2023 Q2	$1.18M	Sell	19,036 -5,092	-21%	-$306K	0.24%	58
2023 Q1	$1.45M	Buy	+24,128	New	+$1.56M	0.15%	112

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

M Holdings Securities's TD Position: Q1 2024 in Review

M Holdings Securities sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 23,241 shares — an estimated $1.5M sold.

M Holdings Securities first reported a position in TD in Q1 2021 and held it in 8 quarters. The position peaked at $1.86M in Q1 2022. 701 funds tracked by Wall St. Rank hold TD as of Q1 2024.

M Holdings Securities reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
M Holdings Securities sold 23,241 Toronto Dominion Bank shares in Q1 2024, an estimated $1.5M.
M Holdings Securities first reported a position in Toronto Dominion Bank in Q1 2021 and held it in 8 quarters.
M Holdings Securities's Toronto Dominion Bank position peaked at $1.86M in Q1 2022.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on M Holdings Securities's 13F filing for Q1 2024, filed 14 May 2024.