X-Square Capital’s Toronto Dominion Bank TD Stock Holding History

X-Square Capital’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 Q2	–	Sell	-3,603	Closed	-$216K	–	157
2023 Q1	$216K	Sell	3,603 -1,409	-28%	-$91K	0.13%	133
2022 Q4	$325K	Sell	5,012 -137	-3%	-$8.85K	0.19%	124
2022 Q3	$316K	Hold	5,149	–	–	0.2%	115
2022 Q2	$338K	Hold	5,149	–	–	0.2%	111
2022 Q1	$409K	Buy	5,149 +58	+1%	+$4.67K	0.21%	109
2021 Q4	$390K	Hold	5,091	–	–	0.2%	116
2021 Q3	$337K	Buy	5,091 +632	+14%	+$42.1K	0.17%	116
2021 Q2	$312K	Buy	4,459 +171	+4%	+$12K	0.15%	119
2021 Q1	$280K	Sell	4,288 -147	-3%	-$8.97K	0.13%	102
2020 Q4	$250K	Hold	4,435	–	–	0.13%	98
2020 Q3	$205K	Buy	+4,435	New	+$207K	0.15%	87
2020 Q1	–	Sell	-4,435	Closed	-$249K	–	85
2019 Q4	$249K	Hold	4,435	–	–	0.15%	72
2019 Q3	$258K	Sell	4,435 -553	-11%	-$31.4K	0.16%	63
2019 Q2	$291K	Hold	4,988	–	–	0.19%	55
2019 Q1	$271K	Hold	4,988	–	–	0.19%	61
2018 Q4	$248K	Hold	4,988	–	–	0.19%	63
2018 Q3	$303K	Hold	4,988	–	–	0.2%	64
2018 Q2	$288K	Hold	4,988	–	–	0.22%	59
2018 Q1	$284K	Buy	4,988 +855	+21%	+$50K	0.3%	60
2017 Q4	$242K	Buy	+4,133	New	+$236K	0.25%	62

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

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

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

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

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

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

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

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

X-Square Capital's TD Position: Q2 2023 in Review

X-Square Capital sold out of Toronto Dominion Bank (TD) in Q2 2023, closing a stake of 3,603 shares — an estimated $216K sold.

X-Square Capital first reported a position in TD in Q4 2017 and held it in 20 quarters. The position peaked at $409K in Q1 2022. 686 funds tracked by Wall St. Rank hold TD as of Q2 2023.

X-Square Capital reported no remaining Toronto Dominion Bank position as of Q2 2023 after selling out during the quarter.
X-Square Capital sold 3,603 Toronto Dominion Bank shares in Q2 2023, an estimated $216K.
X-Square Capital first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 20 quarters.
X-Square Capital's Toronto Dominion Bank position peaked at $409K in Q1 2022.
686 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2023.

Based on X-Square Capital's 13F filing for Q2 2023, filed 14 Aug 2023.