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

BKM 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
2024 Q1	–	Sell	-52	Closed	-$3.36K	–	511
2023 Q4	$3.36K	Buy	+52	New	+$3.12K	﹤0.01%	535

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

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

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

Norges Bank Oslo, Norway $935B AUM

BKM Wealth Management's TD Position: Q1 2024 in Review

BKM Wealth Management sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 52 shares — an estimated $3.36K sold.

BKM Wealth Management first reported a position in TD in Q4 2023 and held it in 1 quarter. The position peaked at $3.36K in Q4 2023. 701 funds tracked by Wall St. Rank hold TD as of Q1 2024.

BKM Wealth Management reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 52 Toronto Dominion Bank shares in Q1 2024, an estimated $3.36K.
BKM Wealth Management first reported a position in Toronto Dominion Bank in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Toronto Dominion Bank position peaked at $3.36K in Q4 2023.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.