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Hart & Patterson Financial Group’s Toronto Dominion Bank TD Stock Holding History

Hart & Patterson Financial Group’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 		$326K Hold
6,119
– – 0.16% 58
2024
Q3 		$387K Hold
6,119
– – 0.18% 56
2024
Q2 		$336K Hold
6,119
– – 0.17% 54
2024
Q1 		$369K Buy
6,119
+228
+4% +$13.8K 0.18% 52
2023
Q4 		$381K Buy
+5,891
New +$353K 0.2% 46

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 $115B AUM 41.58% 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

Hart & Patterson Financial Group's TD Position: Q4 2024 in Review

Hart & Patterson Financial Group held its Toronto Dominion Bank (TD) position steady in Q4 2024 at 6,119 shares worth $326K. The position accounts for 0.16% of the portfolio, ranked #58.

Hart & Patterson Financial Group first reported a position in TD in Q4 2023 and has held it in 5 quarters since. The position peaked at $387K in Q3 2024. 640 funds tracked by Wall St. Rank hold TD as of Q4 2024.

  • Hart & Patterson Financial Group held 6,119 shares of Toronto Dominion Bank worth $326K as of Q4 2024.
  • Hart & Patterson Financial Group left its Toronto Dominion Bank share count unchanged in Q4 2024.
  • Toronto Dominion Bank made up 0.16% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #58 holding.
  • Hart & Patterson Financial Group first reported a position in Toronto Dominion Bank in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Toronto Dominion Bank position peaked at $387K in Q3 2024.
  • 640 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.