Nations Financial Group’s Toronto Dominion Bank TD Stock Holding History

Nations Financial Group’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	-3,163	Closed	-$205K	–	635
2022 Q4	$205K	Buy	+3,163	New	+$204K	0.02%	559
2022 Q3	–	Sell	-3,147	Closed	-$206K	–	558
2022 Q2	$206K	Buy	3,147 +50	+2%	+$3.63K	0.03%	485
2022 Q1	$246K	Hold	3,097	–	–	0.03%	465
2021 Q4	$237K	Hold	3,097	–	–	0.03%	435
2021 Q3	$205K	Sell	3,097 -29,262	-90%	-$1.95M	0.03%	423
2021 Q2	$2.27M	Buy	+32,359	New	+$2.26M	0.38%	60

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Nations Financial Group's TD Position: Q1 2023 in Review

Nations Financial Group sold out of Toronto Dominion Bank (TD) in Q1 2023, closing a stake of 3,163 shares — an estimated $205K sold.

Nations Financial Group first reported a position in TD in Q2 2021 and held it in 6 quarters. The position peaked at $2.27M in Q2 2021. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

Nations Financial Group reported no remaining Toronto Dominion Bank position as of Q1 2023 after selling out during the quarter.
Nations Financial Group sold 3,163 Toronto Dominion Bank shares in Q1 2023, an estimated $205K.
Nations Financial Group first reported a position in Toronto Dominion Bank in Q2 2021 and held it in 6 quarters.
Nations Financial Group's Toronto Dominion Bank position peaked at $2.27M in Q2 2021.
695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Nations Financial Group's 13F filing for Q1 2023, filed 15 May 2023.