MSCM
TD icon

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

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $1.55T AUM 33.47% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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.