Icon Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Icon Wealth Advisors’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	-1,542	Closed	-$99.6K	–	477
2023 Q4	$99.6K	Buy	+1,542	New	+$92.5K	0.01%	431

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

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

Norges Bank Oslo, Norway $935B AUM

Icon Wealth Advisors's TD Position: Q1 2024 in Review

Icon Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 1,542 shares — an estimated $99.6K sold.

Icon Wealth Advisors first reported a position in TD in Q4 2023 and held it in 1 quarter. The position peaked at $99.6K in Q4 2023. 701 funds tracked by Wall St. Rank hold TD as of Q1 2024.

Icon Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
Icon Wealth Advisors sold 1,542 Toronto Dominion Bank shares in Q1 2024, an estimated $99.6K.
Icon Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2023 and held it in 1 quarter.
Icon Wealth Advisors's Toronto Dominion Bank position peaked at $99.6K in Q4 2023.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on Icon Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.