Prudent Man Advisors’s Toronto Dominion Bank TD Stock Holding History

Prudent Man 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 Q4	–	Sell	-3,376	Closed	-$203K	–	197
2023 Q3	$203K	Sell	3,376 -113	-3%	-$7.04K	0.08%	171
2023 Q2	$216K	Hold	3,489	–	–	0.08%	181
2023 Q1	$209K	Hold	3,489	–	–	0.08%	179
2022 Q4	$226K	Buy	+3,489	New	+$225K	0.09%	174
2022 Q2	–	Sell	-2,714	Closed	-$216K	–	187
2022 Q1	$216K	Hold	2,714	–	–	0.09%	170
2021 Q4	$208K	Sell	2,714 -646	-19%	-$47.1K	0.08%	177
2021 Q3	$222K	Hold	3,360	–	–	0.08%	186
2021 Q2	$235K	Sell	3,360 -33	-1%	-$2.31K	0.09%	183
2021 Q1	$221K	Sell	3,393 -588	-15%	-$35.9K	0.09%	181
2020 Q4	$225K	Buy	+3,981	New	+$202K	0.09%	163

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Prudent Man Advisors's TD Position: Q4 2023 in Review

Prudent Man Advisors sold out of Toronto Dominion Bank (TD) in Q4 2023, closing a stake of 3,376 shares — an estimated $203K sold.

Prudent Man Advisors first reported a position in TD in Q4 2020 and held it in 10 quarters. The position peaked at $235K in Q2 2021. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

Prudent Man Advisors reported no remaining Toronto Dominion Bank position as of Q4 2023 after selling out during the quarter.
Prudent Man Advisors sold 3,376 Toronto Dominion Bank shares in Q4 2023, an estimated $203K.
Prudent Man Advisors first reported a position in Toronto Dominion Bank in Q4 2020 and held it in 10 quarters.
Prudent Man Advisors's Toronto Dominion Bank position peaked at $235K in Q2 2021.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Prudent Man Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.