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Parsec Financial Management’s Toronto Dominion Bank TD Stock Holding History

Parsec Financial 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
Q1 		$14.4M Buy
240,396
+14,374
+6% +$929K 0.61% 46
2022
Q4 		$14.6M Buy
226,022
+12,097
+6% +$781K 0.65% 45
2022
Q3 		$13.1M Buy
213,925
+19,158
+10% +$1.24M 0.66% 44
2022
Q2 		$12.8M Buy
194,767
+11,347
+6% +$824K 0.62% 46
2022
Q1 		$14.6M Buy
183,420
+5,421
+3% +$437K 0.62% 43
2021
Q4 		$13.6M Buy
177,999
+6,789
+4% +$495K 0.57% 44
2021
Q3 		$12.6M Buy
171,210
+15,323
+10% +$1.02M 0.54% 48
2021
Q2 		$10.9M Sell
155,887
-1,204
-0.8% -$84.2K 0.51% 50
2021
Q1 		$10.2M Sell
157,091
-17,832
-10% -$1.09M 0.53% 47
2020
Q4 		$9.87M Sell
174,923
-21,169
-11% -$1.07M 0.53% 46
2020
Q3 		$9.07M Sell
196,092
-33,468
-15% -$1.56M 0.55% 47
2020
Q2 		$10.2M Sell
229,560
-24,272
-10% -$1.03M 0.65% 45
2020
Q1 		$10.8M Sell
253,832
-20,296
-7% -$1.04M 0.81% 41
2019
Q4 		$15.4M Sell
274,128
-3,708
-1% -$210K 0.9% 40
2019
Q3 		$16.2M Sell
277,836
-2,369
-0.8% -$135K 1.01% 40
2019
Q2 		$16.4M Sell
280,205
-1,868
-0.7% -$105K 1.02% 37
2019
Q1 		$15.3M Buy
282,073
+5,086
+2% +$281K 0.97% 40
2018
Q4 		$13.8M Sell
276,987
-488
-0.2% -$26.7K 1% 39
2018
Q3 		$16.9M Buy
277,475
+3,972
+1% +$237K 1.07% 37
2018
Q2 		$15.8M Buy
273,503
+4,857
+2% +$278K 1.07% 37
2018
Q1 		$15.3M Buy
268,646
+7,386
+3% +$432K 1.04% 38
2017
Q4 		$15.3M Buy
261,260
+4,880
+2% +$279K 1.04% 36
2017
Q3 		$14.4M Buy
256,380
+3,261
+1% +$171K 1.04% 37
2017
Q2 		$12.8M Buy
253,119
+3,610
+1% +$174K 1.01% 41
2017
Q1 		$12.5M Sell
249,509
-5,275
-2% -$270K 1.04% 38
2016
Q4 		$12.6M Buy
254,784
+6,836
+3% +$320K 1.1% 38
2016
Q3 		$11M Buy
247,948
+10,274
+4% +$450K 1% 40
2016
Q2 		$10.2M Buy
237,674
+16,656
+8% +$725K 0.98% 40
2016
Q1 		$9.53M Buy
221,018
+25,709
+13% +$992K 0.95% 43
2015
Q4 		$7.65M Buy
195,309
+10,787
+6% +$437K 0.79% 47
2015
Q3 		$7.27M Buy
184,522
+65,869
+56% +$2.62M 0.79% 49
2015
Q2 		$5.04M Buy
118,653
+7,248
+7% +$325K 0.51% 69
2015
Q1 		$4.77M Buy
+111,405
New +$4.79M 0.48% 71

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Parsec Financial Management's TD Position: Q1 2023 in Review

Parsec Financial Management increased its Toronto Dominion Bank (TD) stake by 6.4% in Q1 2023, buying an estimated $929K and bringing the position to 240,396 shares worth $14.4M. The position accounts for 0.61% of the portfolio, ranked #46.

Parsec Financial Management first reported a position in TD in Q1 2015 and has held it in 33 quarters since. The position peaked at $16.9M in Q3 2018. 695 funds tracked by Wall St. Rank hold TD as of Q1 2023.

  • Parsec Financial Management held 240,396 shares of Toronto Dominion Bank worth $14.4M as of Q1 2023.
  • Parsec Financial Management bought 14,374 Toronto Dominion Bank shares in Q1 2023, an estimated $929K.
  • Toronto Dominion Bank made up 0.61% of Parsec Financial Management's portfolio in Q1 2023, its #46 holding.
  • Parsec Financial Management first reported a position in Toronto Dominion Bank in Q1 2015 and has held it in 33 quarters since.
  • Parsec Financial Management's Toronto Dominion Bank position peaked at $16.9M in Q3 2018.
  • 695 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.