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Money Concepts Capital’s Toronto Dominion Bank TD Stock Holding History

Money Concepts Capital’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
-640
Closed -$41.5K – 2628
2022
Q4 		$41.5K Buy
640
+495
+341% +$32K ﹤0.01% 1321
2022
Q3 		$9K Buy
145
+10
+7% +$647 ﹤0.01% 1081
2022
Q2 		$9K Sell
135
-361
-73% -$26.2K ﹤0.01% 1052
2022
Q1 		$39K Buy
+496
New +$40K ﹤0.01% 1331

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Vanguard Group
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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

Money Concepts Capital's TD Position: Q1 2023 in Review

Money Concepts Capital sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 640 shares — an estimated $41.5K sold.

Money Concepts Capital first reported a position in TD in Q1 2022 and held it in 4 quarters. The position peaked at $41.5K in Q4 2022. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

  • Money Concepts Capital reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 640 Toronto Dominion Bank shares in Q1 2023, an estimated $41.5K.
  • Money Concepts Capital first reported a position in Toronto Dominion Bank in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Toronto Dominion Bank position peaked at $41.5K in Q4 2022.
  • 695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.