Stratos Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Stratos Wealth 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	-22,428	Closed	-$1.35M	–	733
2023 Q3	$1.35M	Sell	22,428 -12,344	-35%	-$770K	0.09%	249
2023 Q2	$2.16M	Sell	34,772 -50	-0.1%	-$3.01K	0.15%	183
2023 Q1	$2.09M	Buy	34,822 +222	+0.6%	+$14.3K	0.16%	179
2022 Q4	$2.24M	Buy	34,600 +2,181	+7%	+$141K	0.19%	152
2022 Q3	$1.99M	Buy	+32,419	New	+$2.1M	0.21%	139
2021 Q3	–	Sell	-3,470	Closed	-$243K	–	569
2021 Q2	$243K	Buy	+3,470	New	+$243K	0.02%	480

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Stratos Wealth Advisors's TD Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q4 2023, closing a stake of 22,428 shares — an estimated $1.35M sold.

Stratos Wealth Advisors first reported a position in TD in Q2 2021 and held it in 6 quarters. The position peaked at $2.24M in Q4 2022. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

Stratos Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 22,428 Toronto Dominion Bank shares in Q4 2023, an estimated $1.35M.
Stratos Wealth Advisors first reported a position in Toronto Dominion Bank in Q2 2021 and held it in 6 quarters.
Stratos Wealth Advisors's Toronto Dominion Bank position peaked at $2.24M in Q4 2022.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.