Advocate Group’s Toronto Dominion Bank TD Stock Holding History

Advocate Group’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 Q4	–	Sell	-9,468	Closed	-$599K	–	120
2024 Q3	$599K	Sell	9,468 -9,176	-49%	-$542K	0.11%	90
2024 Q2	$1.02M	Sell	18,644 -15,598	-46%	-$883K	0.21%	78
2024 Q1	$2.07M	Sell	34,242 -31,911	-48%	-$1.93M	0.41%	68
2023 Q4	$4.27M	Sell	66,153 -1,637	-2%	-$98.2K	0.92%	50
2023 Q3	$4.09M	Sell	67,790 -1,485	-2%	-$92.6K	0.95%	48
2023 Q2	$4.3M	Sell	69,275 -80,302	-54%	-$4.83M	0.95%	49
2023 Q1	$8.96M	Buy	149,577 +694	+0.5%	+$44.8K	1.96%	12
2022 Q4	$9.64M	Buy	148,883 +5,155	+4%	+$333K	2.08%	8
2022 Q3	$8.81M	Buy	143,728 +3,323	+2%	+$215K	2.18%	8
2022 Q2	$9.21M	Buy	+140,405	New	+$10.2M	2.14%	10

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Advocate Group's TD Position: Q4 2024 in Review

Advocate Group sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 9,468 shares — an estimated $599K sold.

Advocate Group first reported a position in TD in Q2 2022 and held it in 10 quarters. The position peaked at $9.64M in Q4 2022. 640 funds tracked by Wall St. Rank hold TD as of Q4 2024.

Advocate Group reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
Advocate Group sold 9,468 Toronto Dominion Bank shares in Q4 2024, an estimated $599K.
Advocate Group first reported a position in Toronto Dominion Bank in Q2 2022 and held it in 10 quarters.
Advocate Group's Toronto Dominion Bank position peaked at $9.64M in Q4 2022.
640 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Advocate Group's 13F filing for Q4 2024, filed 21 Jan 2025.