CreativeOne Wealth’s Toronto Dominion Bank TD Stock Holding History

CreativeOne 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 Q4	–	Sell	-3,587	Closed	-$227K	–	1114
2024 Q3	$227K	Buy	+3,587	New	+$212K	0.01%	870
2024 Q2	–	Sell	-4,062	Closed	-$245K	–	905
2024 Q1	$245K	Buy	+4,062	New	+$245K	0.01%	784
2023 Q3	–	Sell	-4,301	Closed	-$267K	–	807
2023 Q2	$267K	Buy	4,301 +370	+9%	+$22.3K	0.01%	678
2023 Q1	$235K	Sell	3,931 -446	-10%	-$28.8K	0.01%	711
2022 Q4	$283K	Buy	4,377 +92	+2%	+$5.94K	0.02%	588
2022 Q3	$263K	Sell	4,285 -14	-0.3%	-$906	0.02%	586
2022 Q2	$282K	Sell	4,299 -337	-7%	-$24.5K	0.02%	580
2022 Q1	$368K	Buy	4,636 +1,276	+38%	+$103K	0.02%	522
2021 Q4	$258K	Buy	+3,360	New	+$245K	0.01%	634

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CreativeOne Wealth's TD Position: Q4 2024 in Review

CreativeOne Wealth sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 3,587 shares — an estimated $227K sold.

CreativeOne Wealth first reported a position in TD in Q4 2021 and held it in 9 quarters. The position peaked at $368K in Q1 2022. 639 funds tracked by Wall St. Rank hold TD as of Q4 2024.

CreativeOne Wealth reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
CreativeOne Wealth sold 3,587 Toronto Dominion Bank shares in Q4 2024, an estimated $227K.
CreativeOne Wealth first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 9 quarters.
CreativeOne Wealth's Toronto Dominion Bank position peaked at $368K in Q1 2022.
639 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.