TCWP’s Toronto Dominion Bank TD Stock Holding History

TCWP’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	-5,226	Closed	-$324K	–	162
2023 Q2	$324K	Sell	5,226 -563	-10%	-$33.9K	0.07%	134
2023 Q1	$347K	Buy	5,789 +1,362	+31%	+$88K	0.07%	166
2022 Q4	$287K	Sell	4,427 -37,231	-89%	-$2.4M	0.06%	216
2022 Q3	$2.55M	Sell	41,658 -614	-1%	-$39.8K	0.54%	60
2022 Q2	$2.77M	Buy	42,272 +1,643	+4%	+$119K	0.59%	50
2022 Q1	$3.23M	Buy	40,629 +505	+1%	+$40.7K	0.59%	46
2021 Q4	$3.08M	Buy	+40,124	New	+$2.93M	0.61%	56

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

TCWP's TD Position: Q3 2023 in Review

TCWP sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 5,226 shares — an estimated $324K sold.

TCWP first reported a position in TD in Q4 2021 and held it in 7 quarters. The position peaked at $3.23M in Q1 2022. 648 funds tracked by Wall St. Rank hold TD as of Q3 2023.

TCWP reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
TCWP sold 5,226 Toronto Dominion Bank shares in Q3 2023, an estimated $324K.
TCWP first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 7 quarters.
TCWP's Toronto Dominion Bank position peaked at $3.23M in Q1 2022.
648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.