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Mission Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Mission Wealth 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
Q4 		– Sell
-3,940
Closed -$237K – 604
2023
Q3 		$237K Buy
+3,940
New +$246K 0.01% 488

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mission Wealth Management's TD Position: Q4 2023 in Review

Mission Wealth Management sold out of Toronto Dominion Bank (TD) in Q4 2023, closing a stake of 3,940 shares — an estimated $237K sold.

Mission Wealth Management first reported a position in TD in Q3 2023 and held it in 1 quarter. The position peaked at $237K in Q3 2023. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

  • Mission Wealth Management reported no remaining Toronto Dominion Bank position as of Q4 2023 after selling out during the quarter.
  • Mission Wealth Management sold 3,940 Toronto Dominion Bank shares in Q4 2023, an estimated $237K.
  • Mission Wealth Management first reported a position in Toronto Dominion Bank in Q3 2023 and held it in 1 quarter.
  • Mission Wealth Management's Toronto Dominion Bank position peaked at $237K in Q3 2023.
  • 701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Mission Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.