Carolina Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Carolina Wealth Advisors’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 Q4	–	Sell	-10	Closed	-$633	–	349
2024 Q3	$633	Hold	10	–	–	﹤0.01%	315
2024 Q2	$550	Hold	10	–	–	﹤0.01%	210
2024 Q1	$603	Hold	10	–	–	﹤0.01%	205
2023 Q4	$646	Hold	10	–	–	﹤0.01%	225
2023 Q3	$602	Hold	10	–	–	﹤0.01%	244
2023 Q2	$620	Hold	10	–	–	﹤0.01%	234
2023 Q1	$599	Hold	10	–	–	﹤0.01%	243
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	221
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	229
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	252
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	273
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	268
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	262
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	278
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	300
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	235
2020 Q3	$0	Hold	10	–	–	﹤0.01%	227
2020 Q2	$0	Hold	10	–	–	﹤0.01%	181
2020 Q1	$0	Hold	10	–	–	﹤0.01%	202
2019 Q4	$1K	Buy	+10	New	+$567	﹤0.01%	174

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Carolina Wealth Advisors's TD Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 10 shares — an estimated $633 sold.

Carolina Wealth Advisors first reported a position in TD in Q4 2019 and held it in 20 quarters. The position peaked at $1K in Q4 2022. 640 funds tracked by Wall St. Rank hold TD as of Q4 2024.

Carolina Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 10 Toronto Dominion Bank shares in Q4 2024, an estimated $633.
Carolina Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2019 and held it in 20 quarters.
Carolina Wealth Advisors's Toronto Dominion Bank position peaked at $1K in Q4 2022.
640 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.