Aureus Asset Management’s Toronto Dominion Bank TD Stock Holding History

Aureus Asset 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	-8,000	Closed	-$506K	–	228
2024 Q3	$506K	Hold	8,000	–	–	0.03%	127
2024 Q2	$440K	Hold	8,000	–	–	0.03%	130
2024 Q1	$483K	Hold	8,000	–	–	0.03%	127
2023 Q4	$517K	Sell	8,000 -300	-4%	-$18K	0.04%	114
2023 Q3	$500K	Hold	8,300	–	–	0.04%	118
2023 Q2	$515K	Hold	8,300	–	–	0.04%	119
2023 Q1	$497K	Hold	8,300	–	–	0.04%	117
2022 Q4	$538K	Buy	+8,300	New	+$536K	0.05%	120

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

Aureus Asset Management's TD Position: Q4 2024 in Review

Aureus Asset Management sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 8,000 shares — an estimated $506K sold.

Aureus Asset Management first reported a position in TD in Q4 2022 and held it in 8 quarters. The position peaked at $538K in Q4 2022. 639 funds tracked by Wall St. Rank hold TD as of Q4 2024.

Aureus Asset Management reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
Aureus Asset Management sold 8,000 Toronto Dominion Bank shares in Q4 2024, an estimated $506K.
Aureus Asset Management first reported a position in Toronto Dominion Bank in Q4 2022 and held it in 8 quarters.
Aureus Asset Management's Toronto Dominion Bank position peaked at $538K in Q4 2022.
639 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Aureus Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.