Buckingham Strategic Wealth’s Toronto Dominion Bank TD Stock Holding History

Buckingham Strategic 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 Q1	–	Sell	-4,667	Closed	-$302K	–	792
2023 Q4	$302K	Buy	4,667 +30	+0.6%	+$1.8K	﹤0.01%	572
2023 Q3	$279K	Buy	4,637 +1,055	+29%	+$65.8K	﹤0.01%	542
2023 Q2	$222K	Buy	3,582 +201	+6%	+$12.1K	﹤0.01%	606
2023 Q1	$219K	Hold	3,381	–	–	﹤0.01%	549
2022 Q4	$219K	Buy	+3,381	New	+$218K	﹤0.01%	551
2022 Q3	–	Sell	-3,661	Closed	-$240K	–	644
2022 Q2	$240K	Buy	+3,661	New	+$266K	﹤0.01%	515
2019 Q1	–	Sell	-4,227	Closed	-$210K	–	426
2018 Q4	$210K	Buy	4,227 +633	+18%	+$34.7K	0.03%	317
2018 Q3	$219K	Hold	3,594	–	–	0.03%	330
2018 Q2	$208K	Buy	3,594 +19	+0.5%	+$1.09K	0.03%	338
2018 Q1	$203K	Buy	3,575 +87	+2%	+$5.09K	0.04%	291
2017 Q4	$204K	Buy	+3,488	New	+$199K	0.04%	297

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Buckingham Strategic Wealth's TD Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 4,667 shares — an estimated $302K sold.

Buckingham Strategic Wealth first reported a position in TD in Q4 2017 and held it in 11 quarters. The position peaked at $302K in Q4 2023. 702 funds tracked by Wall St. Rank hold TD as of Q1 2024.

Buckingham Strategic Wealth reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 4,667 Toronto Dominion Bank shares in Q1 2024, an estimated $302K.
Buckingham Strategic Wealth first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 11 quarters.
Buckingham Strategic Wealth's Toronto Dominion Bank position peaked at $302K in Q4 2023.
702 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.