DWM
TD icon

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

Dorchester 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
2024
Q4 		$15.8M Sell
302,234
-812
-0.3% -$45.6K 3.16% 4
2024
Q3 		$18.9M Sell
303,046
-905
-0.3% -$53.5K 3.44% 2
2024
Q2 		$16.5M Sell
303,951
-17,957
-6% -$1.02M 3.18% 4
2024
Q1 		$19.2M Sell
321,908
-2,830
-0.9% -$171K 3.45% 3
2023
Q4 		$20.7M Buy
324,738
+1,565
+0.5% +$93.8K 3.84% 3
2023
Q3 		$19.3M Buy
323,173
+16,490
+5% +$1.03M 3.9% 3
2023
Q2 		$18.8M Sell
306,683
-1,045
-0.3% -$62.9K 3.83% 3
2023
Q1 		$18.2M Buy
307,728
+42,863
+16% +$2.77M 3.76% 3
2022
Q4 		$17M Sell
264,865
-38,809
-13% -$2.51M 4.03% 2
2022
Q3 		$18.6M Buy
303,674
+115
+0% +$7.45K 4.1% 3
2022
Q2 		$19.9M Buy
303,559
+47,362
+18% +$3.44M 3.96% 3
2022
Q1 		$20.4M Sell
256,197
-7,346
-3% -$592K 3.26% 5
2021
Q4 		$20.2M Sell
263,543
-7,258
-3% -$529K 4% 4
2021
Q3 		$17.8M Sell
270,801
-21,349
-7% -$1.42M 4.39% 4
2021
Q2 		$20.5M Sell
292,150
-7,340
-2% -$513K 4.69% 3
2021
Q1 		$19.5M Sell
299,490
-4,283
-1% -$261K 4.84% 3
2020
Q4 		$17.2M Sell
303,773
-1,986
-0.6% -$101K 4.54% 3
2020
Q3 		$14.1M Buy
305,759
+4,289
+1% +$200K 4.37% 3
2020
Q2 		$13.4M Sell
301,470
-4,159
-1% -$177K 4.25% 4
2020
Q1 		$12.9M Buy
305,629
+4,939
+2% +$253K 4.77% 3
2019
Q4 		$16.9M Buy
300,690
+1,027
+0.3% +$58.2K 4.69% 3
2019
Q3 		$17.5M Sell
299,663
-3,124
-1% -$178K 5.14% 3
2019
Q2 		$17.7M Sell
302,787
-4,936
-2% -$278K 5.24% 2
2019
Q1 		$16.7M Sell
307,723
-6,814
-2% -$377K 5.09% 3
2018
Q4 		$15.6M Buy
314,537
+15,869
+5% +$869K 5.45% 3
2018
Q3 		$18.1M Buy
298,668
+38,749
+15% +$2.31M 5.62% 2
2018
Q2 		$15M Sell
259,919
-5,707
-2% -$327K 4.94% 3
2018
Q1 		$15.1M Sell
265,626
-6,034
-2% -$353K 5.07% 3
2017
Q4 		$15.9M Sell
271,660
-3,744
-1% -$214K 5.04% 3
2017
Q3 		$15.5M Buy
275,404
+1,681
+0.6% +$88.3K 4.98% 3
2017
Q2 		$13.8M Buy
273,723
+1,590
+0.6% +$76.7K 4.75% 3
2017
Q1 		$13.6M Sell
272,133
-4,311
-2% -$220K 4.74% 3
2016
Q4 		$13.6M Sell
276,444
-5,133
-2% -$240K 4.97% 3
2016
Q3 		$12.5M Sell
281,577
-4,962
-2% -$217K 4.65% 3
2016
Q2 		$12.3M Buy
286,539
+57
+0% +$2.48K 4.57% 3
2016
Q1 		$12.4M Buy
286,482
+758
+0.3% +$29.3K 4.68% 3
2015
Q4 		$11.2M Sell
285,724
-2,821
-1% -$114K 4.65% 3
2015
Q3 		$11.4M Sell
288,545
-4,687
-2% -$187K 4.2% 3
2015
Q2 		$12.5M Buy
+293,232
New +$13.1M 4.11% 4

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

Dorchester Wealth Management's TD Position: Q4 2024 in Review

Dorchester Wealth Management reduced its Toronto Dominion Bank (TD) stake by 0.27% in Q4 2024, selling an estimated $45.6K and leaving 302,234 shares worth $15.8M. The position accounts for 3.16% of the portfolio, ranked #4.

Dorchester Wealth Management first reported a position in TD in Q2 2015 and has held it in 39 quarters since. The position peaked at $20.7M in Q4 2023. 639 funds tracked by Wall St. Rank hold TD as of Q4 2024.

  • Dorchester Wealth Management held 302,234 shares of Toronto Dominion Bank worth $15.8M as of Q4 2024.
  • Dorchester Wealth Management sold 812 Toronto Dominion Bank shares in Q4 2024, an estimated $45.6K.
  • Toronto Dominion Bank made up 3.16% of Dorchester Wealth Management's portfolio in Q4 2024, its #4 holding.
  • Dorchester Wealth Management first reported a position in Toronto Dominion Bank in Q2 2015 and has held it in 39 quarters since.
  • Dorchester Wealth Management's Toronto Dominion Bank position peaked at $20.7M in Q4 2023.
  • 639 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.