Private Asset Management’s Toronto Dominion Bank TD Stock Holding History

Private Asset 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 Q3	$372K	Hold	6,174	–	–	0.09%	97
2023 Q2	$383K	Hold	6,174	–	–	0.07%	103
2023 Q1	$370K	Hold	6,174	–	–	0.06%	103
2022 Q4	$400K	Hold	6,174	–	–	0.07%	102
2022 Q3	$379K	Hold	6,174	–	–	0.07%	101
2022 Q2	$405K	Hold	6,174	–	–	0.07%	100
2022 Q1	$490K	Hold	6,174	–	–	0.07%	103
2021 Q4	$473K	Hold	6,174	–	–	0.06%	104
2021 Q3	$408K	Sell	6,174 -83	-1%	-$5.53K	0.06%	106
2021 Q2	$438K	Hold	6,257	–	–	0.06%	112
2021 Q1	$408K	Hold	6,257	–	–	0.06%	110
2020 Q4	$353K	Hold	6,257	–	–	0.05%	110
2020 Q3	$289K	Hold	6,257	–	–	0.05%	112
2020 Q2	$279K	Sell	6,257 -84	-1%	-$3.58K	0.05%	111
2020 Q1	$269K	Sell	6,341 -83	-1%	-$4.26K	0.06%	106
2019 Q4	$361K	Hold	6,424	–	–	0.06%	106
2019 Q3	$374K	Hold	6,424	–	–	0.06%	104
2019 Q2	$375K	Hold	6,424	–	–	0.06%	108
2019 Q1	$349K	Hold	6,424	–	–	0.06%	105
2018 Q4	$319K	Sell	6,424 -100	-2%	-$5.47K	0.06%	108
2018 Q3	$397K	Hold	6,524	–	–	0.06%	108
2018 Q2	$377K	Hold	6,524	–	–	0.06%	118
2018 Q1	$371K	Hold	6,524	–	–	0.06%	101
2017 Q4	$382K	Hold	6,524	–	–	0.06%	106
2017 Q3	$367K	Hold	6,524	–	–	0.06%	113
2017 Q2	$329K	Hold	6,524	–	–	0.05%	116
2017 Q1	$327K	Hold	6,524	–	–	0.05%	119
2016 Q4	$322K	Buy	6,524 +100	+2%	+$4.67K	0.05%	112
2016 Q3	$285K	Buy	6,424 +250	+4%	+$11K	0.05%	123
2016 Q2	$265K	Hold	6,174	–	–	0.05%	118
2016 Q1	$266K	Hold	6,174	–	–	0.05%	118
2015 Q4	$242K	Buy	+6,174	New	+$250K	0.04%	123

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Asset Management's TD Position: Q3 2023 in Review

Private Asset Management held its Toronto Dominion Bank (TD) position steady in Q3 2023 at 6,174 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #97.

Private Asset Management first reported a position in TD in Q4 2015 and has held it in 32 quarters since. The position peaked at $490K in Q1 2022. 648 funds tracked by Wall St. Rank hold TD as of Q3 2023.

Private Asset Management held 6,174 shares of Toronto Dominion Bank worth $372K as of Q3 2023.
Private Asset Management left its Toronto Dominion Bank share count unchanged in Q3 2023.
Toronto Dominion Bank made up 0.09% of Private Asset Management's portfolio in Q3 2023, its #97 holding.
Private Asset Management first reported a position in Toronto Dominion Bank in Q4 2015 and has held it in 32 quarters since.
Private Asset Management's Toronto Dominion Bank position peaked at $490K in Q1 2022.
648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Private Asset Management's 13F filing for Q3 2023, filed 20 Oct 2023.