WealthPLAN Partners’s Toronto Dominion Bank TD Stock Holding History

WealthPLAN Partners’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	-400	Closed	-$24.8K	–	1071
2023 Q2	$24.8K	Hold	400	–	–	﹤0.01%	636
2023 Q1	$24K	Buy	+400	New	+$25.8K	﹤0.01%	693
2015 Q4	$2.98K	Buy	+76	New	+$3.08K	﹤0.01%	1444
2015 Q2	–	Sell	-76	Closed	-$3K	–	502
2015 Q1	$3K	Buy	+76	New	+$3.27K	﹤0.01%	471

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's TD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Toronto Dominion Bank (TD) in Q3 2023, closing a stake of 400 shares — an estimated $24.8K sold.

WealthPLAN Partners first reported a position in TD in Q1 2015 and held it in 4 quarters. The position peaked at $24.8K in Q2 2023. 647 funds tracked by Wall St. Rank hold TD as of Q3 2023.

WealthPLAN Partners reported no remaining Toronto Dominion Bank position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 400 Toronto Dominion Bank shares in Q3 2023, an estimated $24.8K.
WealthPLAN Partners first reported a position in Toronto Dominion Bank in Q1 2015 and held it in 4 quarters.
WealthPLAN Partners's Toronto Dominion Bank position peaked at $24.8K in Q2 2023.
647 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.