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Petrus Trust Company’s Toronto Dominion Bank TD Stock Holding History

Petrus Trust Company’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
-6,166
Closed -$369K – 736
2023
Q1 		$369K Buy
6,166
+311
+5% +$20.1K 0.04% 204
2022
Q4 		$379K Buy
+5,855
New +$378K 0.05% 176

Other funds holding TD

Royal Bank of Canada
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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

Petrus Trust Company's TD Position: Q2 2023 in Review

Petrus Trust Company sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 6,166 shares — an estimated $369K sold.

Petrus Trust Company first reported a position in TD in Q4 2022 and held it in 2 quarters. The position peaked at $379K in Q4 2022. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

  • Petrus Trust Company reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
  • Petrus Trust Company sold 6,166 Toronto Dominion Bank shares in Q2 2023, an estimated $369K.
  • Petrus Trust Company first reported a position in Toronto Dominion Bank in Q4 2022 and held it in 2 quarters.
  • Petrus Trust Company's Toronto Dominion Bank position peaked at $379K in Q4 2022.
  • 686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Petrus Trust Company's 13F filing for Q2 2023, filed 14 Aug 2023.