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Richard Bernstein Advisors’s Toronto Dominion Bank TD Stock Holding History

Richard Bernstein 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
-35,498
Closed -$2.13M – 207
2023
Q1 		$2.13M Buy
+35,498
New +$2.29M 0.05% 155

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

Richard Bernstein Advisors's TD Position: Q2 2023 in Review

Richard Bernstein Advisors sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 35,498 shares — an estimated $2.13M sold.

Richard Bernstein Advisors first reported a position in TD in Q1 2023 and held it in 1 quarter. The position peaked at $2.13M in Q1 2023. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

  • Richard Bernstein Advisors reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
  • Richard Bernstein Advisors sold 35,498 Toronto Dominion Bank shares in Q2 2023, an estimated $2.13M.
  • Richard Bernstein Advisors first reported a position in Toronto Dominion Bank in Q1 2023 and held it in 1 quarter.
  • Richard Bernstein Advisors's Toronto Dominion Bank position peaked at $2.13M in Q1 2023.
  • 686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Richard Bernstein Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.