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McElhenny Sheffield Capital Management’s Toronto Dominion Bank TD Stock Holding History

McElhenny Sheffield Capital Management’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 		– Sell
-620
Closed -$40.2K – 559
2022
Q4 		$40.2K Buy
+620
New +$40K 0.02% 199

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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

McElhenny Sheffield Capital Management's TD Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 620 shares — an estimated $40.2K sold.

McElhenny Sheffield Capital Management first reported a position in TD in Q4 2022 and held it in 1 quarter. The position peaked at $40.2K in Q4 2022. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 620 Toronto Dominion Bank shares in Q1 2023, an estimated $40.2K.
  • McElhenny Sheffield Capital Management first reported a position in Toronto Dominion Bank in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Toronto Dominion Bank position peaked at $40.2K in Q4 2022.
  • 695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.