Stratos Investment Management’s Toronto Dominion Bank TD Stock Holding History

Stratos Investment 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	–	Sell	-3,470	Closed	-$215K	–	170
2023 Q2	$215K	Sell	3,470 -1,194	-26%	-$71.8K	0.03%	163
2023 Q1	$279K	Buy	4,664 +404	+9%	+$26.1K	0.05%	146
2022 Q4	$276K	Sell	4,260 -233	-5%	-$15.1K	0.05%	141
2022 Q3	$276K	Buy	+4,493	New	+$291K	0.06%	135
2021 Q4	–	Sell	-3,052	Closed	-$202K	–	232
2021 Q3	$202K	Buy	+3,052	New	+$203K	0.04%	232

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

Stratos Investment Management's TD Position: Q3 2023 in Review

Stratos Investment Management sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 3,470 shares — an estimated $215K sold.

Stratos Investment Management first reported a position in TD in Q3 2021 and held it in 5 quarters. The position peaked at $279K in Q1 2023. 648 funds tracked by Wall St. Rank hold TD as of Q3 2023.

Stratos Investment Management reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
Stratos Investment Management sold 3,470 Toronto Dominion Bank shares in Q3 2023, an estimated $215K.
Stratos Investment Management first reported a position in Toronto Dominion Bank in Q3 2021 and held it in 5 quarters.
Stratos Investment Management's Toronto Dominion Bank position peaked at $279K in Q1 2023.
648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Stratos Investment Management's 13F filing for Q3 2023, filed 24 Oct 2023.