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

Baystate 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
2023
Q4 		$73.6K Buy
1,139
+1
+0.1% +$60 0.01% 316
2023
Q3 		$68.6K Buy
1,138
+2
+0.2% +$125 0.01% 295
2023
Q2 		$70.5K Buy
1,136
+1
+0.1% +$60 0.01% 293
2023
Q1 		$68K Sell
1,135
-227
-17% -$14.7K 0.01% 296
2022
Q4 		$88K Buy
1,362
+3
+0.2% +$194 0.01% 265
2022
Q3 		$83K Buy
1,359
+3
+0.2% +$194 0.01% 257
2022
Q2 		$89K Sell
1,356
-260
-16% -$18.9K 0.01% 250
2022
Q1 		$128K Buy
1,616
+3
+0.2% +$242 0.01% 216
2021
Q4 		$124K Buy
1,613
+220
+16% +$16K 0.01% 221
2021
Q3 		$92K Buy
1,393
+1
+0.1% +$67 0.01% 226
2021
Q2 		$98K Buy
1,392
+1
+0.1% +$70 0.01% 207
2021
Q1 		$91K Buy
1,391
+1
+0.1% +$61 0.01% 204
2020
Q4 		$78K Buy
1,390
+15
+1% +$760 0.01% 200
2020
Q3 		$64K Buy
1,375
+16
+1% +$745 0.01% 196
2020
Q2 		$61K Sell
1,359
-180
-12% -$7.66K 0.01% 207
2020
Q1 		$65K Sell
1,539
-3,760
-71% -$193K 0.01% 171
2019
Q4 		$297K Buy
5,299
+38
+0.7% +$2.15K 0.04% 92
2019
Q3 		$307K Buy
5,261
+37
+0.7% +$2.1K 0.04% 83
2019
Q2 		$306K Buy
5,224
+37
+0.7% +$2.08K 0.04% 85
2019
Q1 		$288K Sell
5,187
-393
-7% -$21.7K 0.04% 93
2018
Q4 		$304K Buy
5,580
+38
+0.7% +$2.08K 0.04% 79
2018
Q3 		$322K Sell
5,542
-2,348
-30% -$140K 0.06% 67
2018
Q2 		$454K Buy
7,890
+6,000
+317% +$343K 0.07% 53
2018
Q1 		$104K Buy
1,890
+300
+19% +$17.6K 0.02% 122
2017
Q4 		$95K Sell
1,590
-782
-33% -$44.7K 0.01% 137
2017
Q3 		$133K Hold
2,372
– – 0.02% 103
2017
Q2 		$121K Buy
+2,372
New +$114K 0.02% 102
2013
Q3 		– Sell
-740
Closed -$30K – 208
2013
Q2 		$30K Buy
+740
New +$29.8K 0.01% 126

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

Baystate Wealth Management's TD Position: Q4 2023 in Review

Baystate Wealth Management increased its Toronto Dominion Bank (TD) stake by 0.09% in Q4 2023, buying an estimated $60 and bringing the position to 1,139 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #316.

Baystate Wealth Management first reported a position in TD in Q2 2013 and has held it in 28 quarters since. The position peaked at $454K in Q2 2018. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

  • Baystate Wealth Management held 1,139 shares of Toronto Dominion Bank worth $73.6K as of Q4 2023.
  • Baystate Wealth Management bought 1 Toronto Dominion Bank share in Q4 2023, an estimated $60.
  • Toronto Dominion Bank made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #316 holding.
  • Baystate Wealth Management first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 28 quarters since.
  • Baystate Wealth Management's Toronto Dominion Bank position peaked at $454K in Q2 2018.
  • 701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.