Bison Wealth’s Toronto Dominion Bank TD Stock Holding History

Bison Wealth’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 Q3	–	Sell	-3,995	Closed	-$241K	–	481
2024 Q2	$241K	Hold	3,995	–	–	0.04%	364
2024 Q1	$241K	Sell	3,995 -311	-7%	-$18.8K	0.04%	364
2023 Q4	$278K	Sell	4,306 -126	-3%	-$7.55K	0.05%	329
2023 Q3	$267K	Sell	4,432 -3,330	-43%	-$208K	0.05%	324
2023 Q2	$481K	Buy	+7,762	New	+$467K	0.09%	221

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

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

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

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

Bison Wealth's TD Position: Q3 2024 in Review

Bison Wealth sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 3,995 shares — an estimated $241K sold.

Bison Wealth first reported a position in TD in Q2 2023 and held it in 5 quarters. The position peaked at $481K in Q2 2023. 688 funds tracked by Wall St. Rank hold TD as of Q3 2024.

Bison Wealth reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
Bison Wealth sold 3,995 Toronto Dominion Bank shares in Q3 2024, an estimated $241K.
Bison Wealth first reported a position in Toronto Dominion Bank in Q2 2023 and held it in 5 quarters.
Bison Wealth's Toronto Dominion Bank position peaked at $481K in Q2 2023.
688 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.