Acorn Financial Advisory Services’s Toronto Dominion Bank TD Stock Holding History

Acorn Financial Advisory Services’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
2024 Q1	–	Sell	-9,750	Closed	-$630K	–	255
2023 Q4	$630K	Hold	9,750	–	–	0.11%	112
2023 Q3	$588K	Hold	9,750	–	–	0.1%	119
2023 Q2	$605K	Hold	9,750	–	–	0.11%	117
2023 Q1	$584K	Hold	9,750	–	–	0.11%	111
2022 Q4	$631K	Hold	9,750	–	–	0.13%	103
2022 Q3	$598K	Hold	9,750	–	–	0.14%	109
2022 Q2	$639K	Hold	9,750	–	–	0.15%	94
2022 Q1	$774K	Hold	9,750	–	–	0.16%	93
2021 Q4	$748K	Hold	9,750	–	–	0.15%	95
2021 Q3	$645K	Hold	9,750	–	–	0.2%	106
2021 Q2	$683K	Hold	9,750	–	–	0.2%	114
2021 Q1	$636K	Hold	9,750	–	–	0.23%	105
2020 Q4	$550K	Hold	9,750	–	–	0.22%	119
2020 Q3	$451K	Hold	9,750	–	–	0.24%	112
2020 Q2	$435K	Hold	9,750	–	–	0.3%	113
2020 Q1	$413K	Hold	9,750	–	–	0.41%	92
2019 Q4	$547K	Buy	+9,750	New	+$553K	0.46%	76

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Acorn Financial Advisory Services's TD Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 9,750 shares — an estimated $630K sold.

Acorn Financial Advisory Services first reported a position in TD in Q4 2019 and held it in 17 quarters. The position peaked at $774K in Q1 2022. 702 funds tracked by Wall St. Rank hold TD as of Q1 2024.

Acorn Financial Advisory Services reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 9,750 Toronto Dominion Bank shares in Q1 2024, an estimated $630K.
Acorn Financial Advisory Services first reported a position in Toronto Dominion Bank in Q4 2019 and held it in 17 quarters.
Acorn Financial Advisory Services's Toronto Dominion Bank position peaked at $774K in Q1 2022.
702 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.