Sather Financial Group’s Toronto Dominion Bank TD Stock Holding History

Sather Financial Group’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
2022 Q3	–	Sell	-5,100	Closed	-$334K	–	83
2022 Q2	$334K	Hold	5,100	–	–	0.03%	65
2022 Q1	$405K	Hold	5,100	–	–	0.04%	63
2021 Q4	$391K	Hold	5,100	–	–	0.03%	50
2021 Q3	$337K	Buy	+5,100	New	+$340K	0.03%	55

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Sather Financial Group's TD Position: Q3 2022 in Review

Sather Financial Group sold out of Toronto Dominion Bank (TD) in Q3 2022, closing a stake of 5,100 shares — an estimated $334K sold.

Sather Financial Group first reported a position in TD in Q3 2021 and held it in 4 quarters. The position peaked at $405K in Q1 2022. 674 funds tracked by Wall St. Rank hold TD as of Q3 2022.

Sather Financial Group reported no remaining Toronto Dominion Bank position as of Q3 2022 after selling out during the quarter.
Sather Financial Group sold 5,100 Toronto Dominion Bank shares in Q3 2022, an estimated $334K.
Sather Financial Group first reported a position in Toronto Dominion Bank in Q3 2021 and held it in 4 quarters.
Sather Financial Group's Toronto Dominion Bank position peaked at $405K in Q1 2022.
674 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2022.

Based on Sather Financial Group's 13F filing for Q3 2022, filed 21 Oct 2022.