Gries Financial’s Toronto Dominion Bank TD Stock Holding History

Gries Financial’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	-24,566	Closed	-$1.55M	–	300
2024 Q3	$1.55M	Sell	24,566 -6,188	-20%	-$366K	0.29%	86
2024 Q2	$1.69M	Sell	30,754 -488	-2%	-$27.6K	0.35%	80
2024 Q1	$1.89M	Sell	31,242 -304	-1%	-$18.4K	0.32%	88
2023 Q4	$2.04M	Sell	31,546 -115	-0.4%	-$6.89K	0.45%	58
2023 Q3	$1.91M	Sell	31,661 -189	-0.6%	-$11.8K	0.51%	51
2023 Q2	$1.98M	Buy	+31,850	New	+$1.92M	0.55%	49

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Gries Financial's TD Position: Q4 2024 in Review

Gries Financial sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 24,566 shares — an estimated $1.55M sold.

Gries Financial first reported a position in TD in Q2 2023 and held it in 6 quarters. The position peaked at $2.04M in Q4 2023. 639 funds tracked by Wall St. Rank hold TD as of Q4 2024.

Gries Financial reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
Gries Financial sold 24,566 Toronto Dominion Bank shares in Q4 2024, an estimated $1.55M.
Gries Financial first reported a position in Toronto Dominion Bank in Q2 2023 and held it in 6 quarters.
Gries Financial's Toronto Dominion Bank position peaked at $2.04M in Q4 2023.
639 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Gries Financial's 13F filing for Q4 2024, filed 23 Jan 2025.