Columbia Trust’s Toronto Dominion Bank TD Stock Holding History

Columbia Trust’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
2023 Q4	$242K	Sell	3,750 -130	-3%	-$7.79K	0.11%	128
2023 Q3	$234K	Hold	3,880	–	–	0.14%	120
2023 Q2	$241K	Hold	3,880	–	–	0.14%	117
2023 Q1	$232K	Hold	3,880	–	–	0.13%	120
2022 Q4	$251K	Sell	3,880 -489	-11%	-$31.6K	0.14%	123
2022 Q3	$268K	Hold	4,369	–	–	0.15%	115
2022 Q2	$287K	Hold	4,369	–	–	0.15%	115
2022 Q1	$325K	Buy	4,369 +725	+20%	+$58.4K	0.15%	120
2021 Q4	$241K	Hold	3,644	–	–	0.13%	124
2021 Q3	$241K	Hold	3,644	–	–	0.13%	125
2021 Q2	$255K	Hold	3,644	–	–	0.15%	124
2021 Q1	$237K	Sell	3,644 -288	-7%	-$17.6K	0.15%	126
2020 Q4	$221K	Buy	+3,932	New	+$199K	0.15%	129
2020 Q1	–	Sell	-4,490	Closed	-$252K	–	124
2019 Q4	$252K	Buy	+4,490	New	+$255K	0.22%	113

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Columbia Trust's TD Position: Q4 2023 in Review

Columbia Trust reduced its Toronto Dominion Bank (TD) stake by 3.4% in Q4 2023, selling an estimated $7.79K and leaving 3,750 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #128.

Columbia Trust first reported a position in TD in Q4 2019 and has held it in 14 quarters since. The position peaked at $325K in Q1 2022. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

Columbia Trust held 3,750 shares of Toronto Dominion Bank worth $242K as of Q4 2023.
Columbia Trust sold 130 Toronto Dominion Bank shares in Q4 2023, an estimated $7.79K.
Toronto Dominion Bank made up 0.11% of Columbia Trust's portfolio in Q4 2023, its #128 holding.
Columbia Trust first reported a position in Toronto Dominion Bank in Q4 2019 and has held it in 14 quarters since.
Columbia Trust's Toronto Dominion Bank position peaked at $325K in Q1 2022.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.