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

Belpointe 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
Q2 		– Sell
-3,964
Closed -$239K – 934
2024
Q1 		$239K Sell
3,964
-568
-13% -$34.3K 0.02% 686
2023
Q4 		$293K Buy
4,532
+516
+13% +$30.9K 0.03% 531
2023
Q3 		$242K Buy
4,016
+461
+13% +$28.7K 0.03% 546
2023
Q2 		$220K Sell
3,555
-540
-13% -$32.5K 0.02% 546
2023
Q1 		$245K Buy
4,095
+1,347
+49% +$87K 0.01% 838
2022
Q4 		$178K Buy
2,748
+402
+17% +$26K 0.01% 954
2022
Q3 		$144K Buy
2,346
+610
+35% +$39.5K 0.01% 984
2022
Q2 		$114K Sell
1,736
-181
-9% -$13.1K 0.01% 1060
2022
Q1 		$152K Buy
1,917
+12
+0.6% +$967 0.01% 1028
2021
Q4 		$145K Buy
1,905
+8
+0.4% +$583 0.01% 1031
2021
Q3 		$125K Buy
1,897
+2
+0.1% +$133 0.01% 1061
2021
Q2 		$132K Buy
+1,895
New +$133K 0.01% 1004
2020
Q1 		– Sell
-4,677
Closed -$262K – 772
2019
Q4 		$262K Buy
4,677
+665
+17% +$37.7K 0.03% 470
2019
Q3 		$234K Sell
4,012
-1,206
-23% -$68.6K 0.04% 440
2019
Q2 		$305K Sell
5,218
-1,155
-18% -$65K 0.06% 326
2019
Q1 		$345K Buy
6,373
+2,257
+55% +$125K 0.07% 219
2018
Q4 		$205K Buy
4,116
+24
+0.6% +$1.31K 0.05% 342
2018
Q3 		$249K Buy
+4,092
New +$244K 0.04% 403
2018
Q2 		– Sell
-6,141
Closed -$349K – 389
2018
Q1 		$349K Sell
6,141
-204
-3% -$11.9K 0.1% 231
2017
Q4 		$372K Buy
6,345
+1,347
+27% +$77K 0.08% 295
2017
Q3 		$281K Buy
+4,998
New +$262K 0.07% 329

Other funds holding TD

Royal Bank of Canada
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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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Belpointe Asset Management's TD Position: Q2 2024 in Review

Belpointe Asset Management sold out of Toronto Dominion Bank (TD) in Q2 2024, closing a stake of 3,964 shares — an estimated $239K sold.

Belpointe Asset Management first reported a position in TD in Q3 2017 and held it in 21 quarters. The position peaked at $372K in Q4 2017. 672 funds tracked by Wall St. Rank hold TD as of Q2 2024.

  • Belpointe Asset Management reported no remaining Toronto Dominion Bank position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 3,964 Toronto Dominion Bank shares in Q2 2024, an estimated $239K.
  • Belpointe Asset Management first reported a position in Toronto Dominion Bank in Q3 2017 and held it in 21 quarters.
  • Belpointe Asset Management's Toronto Dominion Bank position peaked at $372K in Q4 2017.
  • 672 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.