Toronto Dominion Bank
HFWA icon

Toronto Dominion Bank’s Heritage Financial HFWA Stock Holding History

Toronto Dominion Bank’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22
Closed – – 1613
2023
Q1 		$0 Buy
+22
New +$594 ﹤0.01% 1560
2022
Q3 		– Sell
-4,087
Closed -$103K – 1623
2022
Q2 		$103K Sell
4,087
-11,800
-74% -$294K ﹤0.01% 1107
2022
Q1 		$398K Buy
+15,887
New +$406K ﹤0.01% 1076

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State Street
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Goldman Sachs
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Toronto Dominion Bank's HFWA Position: Q2 2023 in Review

Toronto Dominion Bank sold out of Heritage Financial (HFWA) in Q2 2023, closing a stake of 22 shares.

Toronto Dominion Bank first reported a position in HFWA in Q1 2022 and held it in 3 quarters. The position peaked at $398K in Q1 2022. 162 funds tracked by Wall St. Rank hold HFWA as of Q2 2023.

  • Toronto Dominion Bank reported no remaining Heritage Financial position as of Q2 2023 after selling out during the quarter.
  • Toronto Dominion Bank sold 22 Heritage Financial shares in Q2 2023.
  • Toronto Dominion Bank first reported a position in Heritage Financial in Q1 2022 and held it in 3 quarters.
  • Toronto Dominion Bank's Heritage Financial position peaked at $398K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2023.

Based on Toronto Dominion Bank's 13F filing for Q2 2023, filed 10 Aug 2023.