Asset Dedication LLC’s Toronto Dominion Bank TD Stock Holding History

Asset Dedication LLC’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	–	Sell	-18	Closed	-$990	–	1243
2024 Q2	$990	Buy	+18	New	+$1.02K	﹤0.01%	1102
2023 Q2	–	Sell	-85	Closed	-$5K	–	1037
2023 Q1	$5K	Hold	85	–	–	﹤0.01%	764
2022 Q4	$6K	Hold	85	–	–	﹤0.01%	730
2022 Q3	$5K	Buy	+85	New	+$5.5K	﹤0.01%	724
2022 Q2	–	Sell	-85	Closed	-$7K	–	936
2022 Q1	$7K	Hold	85	–	–	﹤0.01%	706
2021 Q4	$7K	Hold	85	–	–	﹤0.01%	698
2021 Q3	$6K	Buy	+85	New	+$5.67K	﹤0.01%	778
2020 Q1	–	Sell	-380	Closed	-$21K	–	800
2019 Q4	$21K	Buy	+380	New	+$21.6K	0.01%	398
2016 Q1	–	Sell	-453	Closed	-$18K	–	623
2015 Q4	$18K	Buy	+453	New	+$18.3K	0.01%	333

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Asset Dedication LLC's TD Position: Q3 2024 in Review

Asset Dedication LLC sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 18 shares — an estimated $990 sold.

Asset Dedication LLC first reported a position in TD in Q4 2015 and held it in 9 quarters. The position peaked at $21K in Q4 2019. 688 funds tracked by Wall St. Rank hold TD as of Q3 2024.

Asset Dedication LLC reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
Asset Dedication LLC sold 18 Toronto Dominion Bank shares in Q3 2024, an estimated $990.
Asset Dedication LLC first reported a position in Toronto Dominion Bank in Q4 2015 and held it in 9 quarters.
Asset Dedication LLC's Toronto Dominion Bank position peaked at $21K in Q4 2019.
688 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on Asset Dedication LLC's 13F filing for Q3 2024, filed 15 Oct 2024.