First Personal Financial Services’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$14.3K Buy
+226
New +$13.4K ﹤0.01% 285
2018
Q2
Sell
-1,075
Closed -$61K 904
2018
Q1
$61K Hold
1,075
0.01% 396
2017
Q4
$63K Hold
1,075
0.01% 424
2017
Q3
$60K Buy
1,075
+55
+5% +$2.89K 0.01% 389
2017
Q2
$51K Sell
1,020
-170
-14% -$8.2K 0.01% 414
2017
Q1
$60K Sell
1,190
-198
-14% -$10.1K 0.01% 360
2016
Q4
$68K Hold
1,388
0.02% 333
2016
Q3
$62K Hold
1,388
0.02% 246
2016
Q2
$60K Buy
1,388
+1,308
+1,635% +$56.9K 0.02% 241
2016
Q1
$3K Buy
+80
New +$3.09K ﹤0.01% 299
2015
Q1
Sell
-52
Closed -$2K 596
2014
Q4
$2K Buy
+52
New +$2.51K ﹤0.01% 379

Other funds holding TD

First Personal Financial Services's TD Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Toronto Dominion Bank (TD) in Q3 2024: 226 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in TD as recently as Q1 2018.

First Personal Financial Services first reported a position in TD in Q4 2014 and has held it in 11 quarters since. The position peaked at $68K in Q4 2016. 687 funds tracked by Wall St. Rank hold TD as of Q3 2024.

  • First Personal Financial Services held 226 shares of Toronto Dominion Bank worth $14.3K as of Q3 2024.
  • Toronto Dominion Bank was a new First Personal Financial Services position in Q3 2024.
  • Toronto Dominion Bank made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #285 holding.
  • First Personal Financial Services first reported a position in Toronto Dominion Bank in Q4 2014 and has held it in 11 quarters since.
  • First Personal Financial Services's Toronto Dominion Bank position peaked at $68K in Q4 2016.
  • 687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.