Daymark Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

Daymark Wealth Partners’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 Q1	–	Sell	-4,114	Closed	-$219K	–	525
2024 Q4	$219K	Hold	4,114	–	–	0.01%	467
2024 Q3	$260K	Sell	4,114 -157	-4%	-$9.28K	0.01%	461
2024 Q2	$235K	Hold	4,271	–	–	0.01%	454
2024 Q1	$258K	Sell	4,271 -43	-1%	-$2.6K	0.01%	374
2023 Q4	$279K	Hold	4,314	–	–	0.02%	331
2023 Q3	$260K	Buy	4,314 +170	+4%	+$10.6K	0.02%	326
2023 Q2	$257K	Buy	+4,144	New	+$249K	0.02%	320

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

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

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

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

Daymark Wealth Partners's TD Position: Q1 2025 in Review

Daymark Wealth Partners sold out of Toronto Dominion Bank (TD) in Q1 2025, closing a stake of 4,114 shares — an estimated $219K sold.

Daymark Wealth Partners first reported a position in TD in Q2 2023 and held it in 7 quarters. The position peaked at $279K in Q4 2023. 635 funds tracked by Wall St. Rank hold TD as of Q1 2025.

Daymark Wealth Partners reported no remaining Toronto Dominion Bank position as of Q1 2025 after selling out during the quarter.
Daymark Wealth Partners sold 4,114 Toronto Dominion Bank shares in Q1 2025, an estimated $219K.
Daymark Wealth Partners first reported a position in Toronto Dominion Bank in Q2 2023 and held it in 7 quarters.
Daymark Wealth Partners's Toronto Dominion Bank position peaked at $279K in Q4 2023.
635 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2025.

Based on Daymark Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.