Financial Gravity Asset Management’s Toronto Dominion Bank TD Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-1	Closed	-$60	–	1091
2023 Q4	$47	Buy	+1	New	+$60	﹤0.01%	1145
2021 Q3	$66K	Hold	1	–	–	0.03%	468
2021 Q2	$70K	Buy	+1	New	+$70	0.03%	460
2020 Q4	$0	Buy	+1	New	+$51	﹤0.01%	657
2019 Q4	$85K	Sell	631 -17	-3%	-$964	0.06%	393
2019 Q3	$38K	Sell	648 -440	-40%	-$25K	0.03%	336
2019 Q2	$64K	Buy	1,088 +559	+106%	+$31.4K	0.05%	282
2019 Q1	$29K	Buy	+529	New	+$29.2K	0.02%	390
2018 Q3	$237K	Buy	4,294 +25	+0.6%	+$1.49K	0.25%	90
2018 Q2	$252K	Buy	4,269 +890	+26%	+$50.9K	0.24%	81
2018 Q1	$191K	Buy	+3,379	New	+$198K	0.2%	103

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's TD Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 1 share — an estimated $60 sold.

Financial Gravity Asset Management first reported a position in TD in Q1 2018 and held it in 11 quarters. The position peaked at $252K in Q2 2018. 701 funds tracked by Wall St. Rank hold TD as of Q1 2024.

Financial Gravity Asset Management reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Toronto Dominion Bank share in Q1 2024, an estimated $60.
Financial Gravity Asset Management first reported a position in Toronto Dominion Bank in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Toronto Dominion Bank position peaked at $252K in Q2 2018.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.