Bartlett & Co’s Toronto Dominion Bank TD Stock Holding History

Bartlett & Co’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	$173K	Hold	2,681	–	–	﹤0.01%	490
2023 Q3	$162K	Sell	2,681 -500	-16%	-$31.2K	﹤0.01%	475
2023 Q2	$197K	Buy	3,181 +1,716	+117%	+$103K	﹤0.01%	456
2023 Q1	$88K	Hold	1,465	–	–	﹤0.01%	486
2022 Q4	$95K	Hold	1,465	–	–	﹤0.01%	481
2022 Q3	$90K	Hold	1,465	–	–	﹤0.01%	470
2022 Q2	$96K	Hold	1,465	–	–	﹤0.01%	466
2022 Q1	$116K	Buy	+1,465	New	+$118K	﹤0.01%	461
2021 Q4	–	Sell	-1,465	Closed	-$97K	–	832
2021 Q3	$97K	Hold	1,465	–	–	﹤0.01%	417
2021 Q2	$103K	Hold	1,465	–	–	﹤0.01%	407
2021 Q1	$96K	Hold	1,465	–	–	﹤0.01%	426
2020 Q4	$83K	Hold	1,465	–	–	﹤0.01%	450
2020 Q3	$68K	Hold	1,465	–	–	﹤0.01%	447
2020 Q2	$65K	Hold	1,465	–	–	﹤0.01%	450
2020 Q1	$62K	Buy	+1,465	New	+$75.2K	﹤0.01%	425
2019 Q3	$85K	Buy	+1,465	New	+$83.3K	﹤0.01%	412
2018 Q3	–	Sell	-320	Closed	-$19K	–	728
2018 Q2	$19K	Buy	+320	New	+$18.3K	﹤0.01%	530
2016 Q3	–	Sell	-100	Closed	-$4K	–	729
2016 Q2	$4K	Buy	+100	New	+$4.35K	﹤0.01%	663

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bartlett & Co's TD Position: Q4 2023 in Review

Bartlett & Co held its Toronto Dominion Bank (TD) position steady in Q4 2023 at 2,681 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Bartlett & Co first reported a position in TD in Q2 2016 and has held it in 18 quarters since. The position peaked at $197K in Q2 2023. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

Bartlett & Co held 2,681 shares of Toronto Dominion Bank worth $173K as of Q4 2023.
Bartlett & Co left its Toronto Dominion Bank share count unchanged in Q4 2023.
Toronto Dominion Bank made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #490 holding.
Bartlett & Co first reported a position in Toronto Dominion Bank in Q2 2016 and has held it in 18 quarters since.
Bartlett & Co's Toronto Dominion Bank position peaked at $197K in Q2 2023.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.