Schubert & Co’s Toronto Dominion Bank TD Stock Holding History

Schubert & Co’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	-71	Closed	-$4.25K	–	1347
2023 Q1	$4.25K	Sell	71 -68	-49%	-$4.39K	﹤0.01%	522
2022 Q4	$9K	Sell	139 -40	-22%	-$2.58K	0.01%	245
2022 Q3	$11K	Buy	179 +26	+17%	+$1.68K	0.01%	187
2022 Q2	$10K	Buy	+153	New	+$11.1K	0.01%	187

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

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

Schubert & Co's TD Position: Q2 2023 in Review

Schubert & Co sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 71 shares — an estimated $4.25K sold.

Schubert & Co first reported a position in TD in Q2 2022 and held it in 4 quarters. The position peaked at $11K in Q3 2022. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

Schubert & Co reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 71 Toronto Dominion Bank shares in Q2 2023, an estimated $4.25K.
Schubert & Co first reported a position in Toronto Dominion Bank in Q2 2022 and held it in 4 quarters.
Schubert & Co's Toronto Dominion Bank position peaked at $11K in Q3 2022.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.