New England Capital Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

New England Capital Financial Advisors’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
2024 Q1	–	Sell	-72	Closed	-$4.65K	–	418
2023 Q4	$4.65K	Hold	72	–	–	﹤0.01%	281
2023 Q3	$4.34K	Hold	72	–	–	﹤0.01%	276
2023 Q2	$4.46K	Hold	72	–	–	﹤0.01%	273
2023 Q1	$4.31K	Hold	72	–	–	﹤0.01%	305
2022 Q4	$4.8K	Buy	+72	New	+$4.65K	﹤0.01%	301

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

New England Capital Financial Advisors's TD Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 72 shares — an estimated $4.65K sold.

New England Capital Financial Advisors first reported a position in TD in Q4 2022 and held it in 5 quarters. The position peaked at $4.8K in Q4 2022. 702 funds tracked by Wall St. Rank hold TD as of Q1 2024.

New England Capital Financial Advisors reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 72 Toronto Dominion Bank shares in Q1 2024, an estimated $4.65K.
New England Capital Financial Advisors first reported a position in Toronto Dominion Bank in Q4 2022 and held it in 5 quarters.
New England Capital Financial Advisors's Toronto Dominion Bank position peaked at $4.8K in Q4 2022.
702 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.