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Cooper Financial Group’s Toronto Dominion Bank TD Stock Holding History

Cooper Financial Group’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
Q3 		– Sell
-4,738
Closed -$260K – 407
2024
Q2 		$260K Sell
4,738
-3,500
-42% -$198K 0.04% 326
2024
Q1 		$497K Buy
8,238
+118
+1% +$7.13K 0.08% 218
2023
Q4 		$525K Buy
8,120
+188
+2% +$11.3K 0.1% 197
2023
Q3 		$478K Buy
7,932
+365
+5% +$22.8K 0.11% 197
2023
Q2 		$469K Buy
7,567
+552
+8% +$33.2K 0.12% 202
2023
Q1 		$420K Buy
7,015
+1,007
+17% +$65.1K 0.11% 196
2022
Q4 		$389K Buy
6,008
+811
+16% +$52.4K 0.12% 174
2022
Q3 		$319K Buy
5,197
+849
+20% +$55K 0.11% 174
2022
Q2 		$285K Buy
4,348
+296
+7% +$21.5K 0.1% 189
2022
Q1 		$322K Buy
4,052
+254
+7% +$20.5K 0.12% 165
2021
Q4 		$291K Buy
3,798
+105
+3% +$7.66K 0.11% 180
2021
Q3 		$244K Buy
3,693
+90
+2% +$6K 0.05% 213
2021
Q2 		$252K Buy
3,603
+293
+9% +$20.5K 0.05% 210
2021
Q1 		$216K Buy
+3,310
New +$202K 0.05% 226

Other funds holding TD

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

Cooper Financial Group's TD Position: Q3 2024 in Review

Cooper Financial Group sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 4,738 shares — an estimated $260K sold.

Cooper Financial Group first reported a position in TD in Q1 2021 and held it in 14 quarters. The position peaked at $525K in Q4 2023. 687 funds tracked by Wall St. Rank hold TD as of Q3 2024.

  • Cooper Financial Group reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
  • Cooper Financial Group sold 4,738 Toronto Dominion Bank shares in Q3 2024, an estimated $260K.
  • Cooper Financial Group first reported a position in Toronto Dominion Bank in Q1 2021 and held it in 14 quarters.
  • Cooper Financial Group's Toronto Dominion Bank position peaked at $525K in Q4 2023.
  • 687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on Cooper Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.