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GeoWealth Management’s Toronto Dominion Bank TD Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-1,030
Closed -$54.8K – 1724
2024
Q4 		$54.8K Buy
1,030
+934
+973% +$52.4K ﹤0.01% 1138
2024
Q3 		$6.07K Buy
+96
New +$5.67K ﹤0.01% 1432

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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

GeoWealth Management's TD Position: Q1 2025 in Review

GeoWealth Management sold out of Toronto Dominion Bank (TD) in Q1 2025, closing a stake of 1,030 shares — an estimated $54.8K sold.

GeoWealth Management first reported a position in TD in Q3 2024 and held it in 2 quarters. The position peaked at $54.8K in Q4 2024. 635 funds tracked by Wall St. Rank hold TD as of Q1 2025.

  • GeoWealth Management reported no remaining Toronto Dominion Bank position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,030 Toronto Dominion Bank shares in Q1 2025, an estimated $54.8K.
  • GeoWealth Management first reported a position in Toronto Dominion Bank in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Toronto Dominion Bank position peaked at $54.8K in Q4 2024.
  • 635 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.