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Aries Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Aries Wealth Management’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
-6,305
Closed -$399K – 234
2024
Q3 		$399K Sell
6,305
-523
-8% -$30.9K 0.11% 156
2024
Q2 		$375K Sell
6,828
-850
-11% -$48.1K 0.12% 141
2024
Q1 		$464K Sell
7,678
-492
-6% -$29.7K 0.15% 130
2023
Q4 		$528K Hold
8,170
– – 0.19% 117
2023
Q3 		$488K Hold
8,170
– – 0.19% 118
2023
Q2 		$507K Hold
8,170
– – 0.2% 114
2023
Q1 		$489K Hold
8,170
– – 0.2% 117
2022
Q4 		$529K Buy
8,170
+150
+2% +$9.69K 0.23% 107
2022
Q3 		$513K Hold
8,020
– – 0.23% 102
2022
Q2 		$526K Buy
+8,020
New +$582K 0.24% 96
2022
Q1 		– Sell
-7,737
Closed -$593K – 202
2021
Q4 		$593K Buy
7,737
+250
+3% +$18.2K 0.23% 98
2021
Q3 		$495K Hold
7,487
– – 0.21% 101
2021
Q2 		$524K Hold
7,487
– – 0.22% 95
2021
Q1 		$496K Sell
7,487
-600
-7% -$36.6K 0.22% 95
2020
Q4 		$472K Sell
8,087
-1,520
-16% -$77K 0.24% 95
2020
Q3 		$444K Sell
9,607
-196
-2% -$9.13K 0.25% 87
2020
Q2 		$437K Sell
9,803
-1,196
-11% -$50.9K 0.27% 83
2020
Q1 		$442K Hold
10,999
– – 0.34% 73
2019
Q4 		$623K Hold
10,999
– – 0.38% 68
2019
Q3 		$615K Sell
10,999
-261
-2% -$14.8K 0.41% 67
2019
Q2 		$669K Hold
11,260
– – 0.47% 58
2019
Q1 		$612K Sell
11,260
-132
-1% -$7.3K 0.46% 59
2018
Q4 		$566K Buy
11,392
+200
+2% +$10.9K 0.6% 54
2018
Q3 		$680K Hold
11,192
– – 0.61% 53
2018
Q2 		$662K Sell
11,192
-531
-5% -$30.4K 0.61% 52
2018
Q1 		$659K Hold
11,723
– – 0.64% 49
2017
Q4 		$695K Buy
+11,723
New +$670K 0.64% 50

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Aries Wealth Management's TD Position: Q4 2024 in Review

Aries Wealth Management sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 6,305 shares — an estimated $399K sold.

Aries Wealth Management first reported a position in TD in Q4 2017 and held it in 27 quarters. The position peaked at $695K in Q4 2017. 642 funds tracked by Wall St. Rank hold TD as of Q4 2024.

  • Aries Wealth Management reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
  • Aries Wealth Management sold 6,305 Toronto Dominion Bank shares in Q4 2024, an estimated $399K.
  • Aries Wealth Management first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 27 quarters.
  • Aries Wealth Management's Toronto Dominion Bank position peaked at $695K in Q4 2017.
  • 642 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Aries Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.