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

Compass 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
2025
Q2 		– Sell
-350
Closed -$21K – 376
2025
Q1 		$21K Hold
350
– – 0.01% 321
2024
Q4 		$18.6K Hold
350
– – ﹤0.01% 324
2024
Q3 		$22.1K Hold
350
– – 0.01% 318
2024
Q2 		$19.2K Hold
350
– – ﹤0.01% 329
2024
Q1 		$21.1K Hold
350
– – 0.01% 319
2023
Q4 		$22.6K Hold
350
– – 0.01% 304
2023
Q3 		$21.1K Hold
350
– – 0.01% 310
2023
Q2 		$21.7K Hold
350
– – 0.01% 323
2023
Q1 		$21K Hold
350
– – 0.01% 318
2022
Q4 		$22.7K Buy
+350
New +$22.6K 0.01% 304

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Compass Wealth Management's TD Position: Q2 2025 in Review

Compass Wealth Management sold out of Toronto Dominion Bank (TD) in Q2 2025, closing a stake of 350 shares — an estimated $21K sold.

Compass Wealth Management first reported a position in TD in Q4 2022 and held it in 10 quarters. The position peaked at $22.7K in Q4 2022. 681 funds tracked by Wall St. Rank hold TD as of Q2 2025.

  • Compass Wealth Management reported no remaining Toronto Dominion Bank position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 350 Toronto Dominion Bank shares in Q2 2025, an estimated $21K.
  • Compass Wealth Management first reported a position in Toronto Dominion Bank in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Toronto Dominion Bank position peaked at $22.7K in Q4 2022.
  • 681 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.