Pallas Capital Advisors’s Toronto Dominion Bank TD Stock Holding History

Pallas Capital 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
2023 Q2	–	Sell	-3,369	Closed	-$206K	–	298
2023 Q1	$206K	Buy	3,369 +18	+0.5%	+$1.16K	0.02%	259
2022 Q4	$223K	Sell	3,351 -355	-10%	-$22.9K	0.02%	247
2022 Q3	$234K	Buy	+3,706	New	+$240K	0.03%	227
2022 Q2	–	Sell	-3,410	Closed	-$254K	–	245
2022 Q1	$254K	Buy	3,410 +647	+23%	+$52.1K	0.03%	214
2021 Q4	$220K	Sell	2,763 -3,186	-54%	-$232K	0.03%	280
2021 Q3	$438K	Sell	5,949 -663	-10%	-$44.2K	0.05%	249
2021 Q2	$439K	Buy	+6,612	New	+$463K	0.06%	205

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

Pallas Capital Advisors's TD Position: Q2 2023 in Review

Pallas Capital Advisors sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 3,369 shares — an estimated $206K sold.

Pallas Capital Advisors first reported a position in TD in Q2 2021 and held it in 7 quarters. The position peaked at $439K in Q2 2021. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Pallas Capital Advisors reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Pallas Capital Advisors sold 3,369 Toronto Dominion Bank shares in Q2 2023, an estimated $206K.
Pallas Capital Advisors first reported a position in Toronto Dominion Bank in Q2 2021 and held it in 7 quarters.
Pallas Capital Advisors's Toronto Dominion Bank position peaked at $439K in Q2 2021.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Pallas Capital Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.