Baker Avenue Asset Management’s Toronto Dominion Bank TD Stock Holding History

Baker Avenue 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
2023 Q4	–	Sell	-527	Closed	-$31.8K	–	1363
2023 Q3	$31.8K	Hold	527	–	–	﹤0.01%	583
2023 Q2	$32.7K	Hold	527	–	–	﹤0.01%	580
2023 Q1	$31.6K	Buy	527 +46	+10%	+$2.97K	﹤0.01%	596
2022 Q4	$31.1K	Buy	+481	New	+$31.1K	﹤0.01%	553

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

Baker Avenue Asset Management's TD Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Toronto Dominion Bank (TD) in Q4 2023, closing a stake of 527 shares — an estimated $31.8K sold.

Baker Avenue Asset Management first reported a position in TD in Q4 2022 and held it in 4 quarters. The position peaked at $32.7K in Q2 2023. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

Baker Avenue Asset Management reported no remaining Toronto Dominion Bank position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 527 Toronto Dominion Bank shares in Q4 2023, an estimated $31.8K.
Baker Avenue Asset Management first reported a position in Toronto Dominion Bank in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Toronto Dominion Bank position peaked at $32.7K in Q2 2023.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.