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Delta Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

Delta Financial Advisors’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
-24,411
Closed -$1.54M – 114
2024
Q3 		$1.54M Sell
24,411
-500
-2% -$29.6K 0.56% 55
2024
Q2 		$1.37M Sell
24,911
-670
-3% -$37.9K 0.53% 59
2024
Q1 		$1.54M Sell
25,581
-1,600
-6% -$96.6K 0.61% 57
2023
Q4 		$1.76M Sell
27,181
-640
-2% -$38.4K 0.76% 46
2023
Q3 		$1.68M Sell
27,821
-421
-1% -$26.2K 0.76% 50
2023
Q2 		$1.75M Sell
28,242
-355
-1% -$21.4K 0.77% 48
2023
Q1 		$1.71M Sell
28,597
-655
-2% -$42.3K 0.83% 46
2022
Q4 		$1.89M Sell
29,252
-100
-0.3% -$6.46K 0.92% 39
2022
Q3 		$1.8M Sell
29,352
-550
-2% -$35.6K 0.96% 39
2022
Q2 		$1.96M Sell
29,902
-70
-0.2% -$5.08K 0.98% 38
2022
Q1 		$2.38M Sell
29,972
-15
-0.1% -$1.21K 1.02% 33
2021
Q4 		$2.3M Hold
29,987
– – 0.94% 35
2021
Q3 		$1.98M Sell
29,987
-860
-3% -$57.3K 0.88% 39
2021
Q2 		$2.16M Hold
30,847
– – 0.95% 37
2021
Q1 		$2.01M Hold
30,847
– – 0.94% 38
2020
Q4 		$1.74M Sell
30,847
-500
-2% -$25.3K 0.87% 44
2020
Q3 		$1.45M Sell
31,347
-1,135
-3% -$52.8K 0.8% 51
2020
Q2 		$1.45M Sell
32,482
-1,505
-4% -$64.1K 0.85% 50
2020
Q1 		$1.44M Sell
33,987
-2,230
-6% -$114K 0.99% 39
2019
Q4 		$2.03M Sell
36,217
-400
-1% -$22.7K 0.8% 52
2019
Q3 		$2.13M Buy
36,617
+775
+2% +$44.1K 0.86% 48
2019
Q2 		$2.09M Buy
+35,842
New +$2.02M 0.86% 46

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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Delta Financial Advisors's TD Position: Q4 2024 in Review

Delta Financial Advisors sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 24,411 shares — an estimated $1.54M sold.

Delta Financial Advisors first reported a position in TD in Q2 2019 and held it in 22 quarters. The position peaked at $2.38M in Q1 2022. 640 funds tracked by Wall St. Rank hold TD as of Q4 2024.

  • Delta Financial Advisors reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
  • Delta Financial Advisors sold 24,411 Toronto Dominion Bank shares in Q4 2024, an estimated $1.54M.
  • Delta Financial Advisors first reported a position in Toronto Dominion Bank in Q2 2019 and held it in 22 quarters.
  • Delta Financial Advisors's Toronto Dominion Bank position peaked at $2.38M in Q1 2022.
  • 640 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Delta Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.