AIA
TD icon

Alera Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Alera Investment Advisors’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
Q3 		$211K Buy
+3,336
New +$197K 0.02% 266
2019
Q2 		– Sell
-1,048
Closed -$57K – 892
2019
Q1 		$57K Sell
1,048
-94
-8% -$5.2K 0.03% 150
2018
Q4 		$57K Buy
+1,142
New +$62.5K 0.03% 162

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Alera Investment Advisors's TD Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Toronto Dominion Bank (TD) in Q3 2024: 3,336 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in TD as recently as Q1 2019.

Alera Investment Advisors first reported a position in TD in Q4 2018 and has held it in 3 quarters since. 687 funds tracked by Wall St. Rank hold TD as of Q3 2024.

  • Alera Investment Advisors held 3,336 shares of Toronto Dominion Bank worth $211K as of Q3 2024.
  • Toronto Dominion Bank was a new Alera Investment Advisors position in Q3 2024.
  • Toronto Dominion Bank made up 0.02% of Alera Investment Advisors's portfolio in Q3 2024, its #266 holding.
  • Alera Investment Advisors first reported a position in Toronto Dominion Bank in Q4 2018 and has held it in 3 quarters since.
  • 687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.