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Investment Partners’s Toronto Dominion Bank TD Stock Holding History

Investment Partners’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
-3,216
Closed -$208K – 145
2023
Q4 		$208K Sell
3,216
-1,127
-26% -$67.6K 0.1% 131
2023
Q3 		$262K Sell
4,343
-554
-11% -$34.5K 0.14% 120
2023
Q2 		$304K Buy
4,897
+1,233
+34% +$74.2K 0.16% 111
2023
Q1 		$219K Buy
3,664
+29
+0.8% +$1.87K 0.12% 130
2022
Q4 		$235K Sell
3,635
-2,463
-40% -$159K 0.12% 130
2022
Q3 		$374K Buy
+6,098
New +$395K 0.11% 168
2022
Q2 		– Sell
-2,965
Closed -$235K – 163
2022
Q1 		$235K Buy
2,965
+5
+0.2% +$403 0.1% 148
2021
Q4 		$227K Buy
+2,960
New +$216K 0.09% 158
2021
Q3 		– Sell
-2,949
Closed -$207K – 167
2021
Q2 		$207K Sell
2,949
-297
-9% -$20.8K 0.09% 162
2021
Q1 		$212K Buy
+3,246
New +$198K 0.1% 153
2020
Q1 		– Sell
-3,563
Closed -$200K – 147
2019
Q4 		$200K Buy
3,563
+3
+0.1% +$170 0.13% 142
2019
Q3 		$207K Buy
3,560
+4
+0.1% +$227 0.15% 137
2019
Q2 		$208K Buy
+3,556
New +$200K 0.15% 138
2018
Q4 		– Sell
-3,519
Closed -$456K – 153
2018
Q3 		$456K Buy
3,519
+3
+0.1% +$179 0.25% 59
2018
Q2 		$203K Buy
3,516
+3
+0.1% +$172 0.15% 144
2018
Q1 		$200K Buy
3,513
+3
+0.1% +$176 0.15% 144
2017
Q4 		$206K Buy
+3,510
New +$201K 0.15% 147
2017
Q1 		– Sell
-5,269
Closed -$260K – 117
2016
Q4 		$260K Sell
5,269
-1,196
-18% -$55.9K 0.25% 94
2016
Q3 		$287K Buy
6,465
+1,206
+23% +$52.9K 0.16% 136
2016
Q2 		$226K Buy
+5,259
New +$229K 0.23% 100

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $62.3B AUM 44.64% 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 $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Investment Partners's TD Position: Q1 2024 in Review

Investment Partners sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 3,216 shares — an estimated $208K sold.

Investment Partners first reported a position in TD in Q2 2016 and held it in 20 quarters. The position peaked at $456K in Q3 2018. 701 funds tracked by Wall St. Rank hold TD as of Q1 2024.

  • Investment Partners reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
  • Investment Partners sold 3,216 Toronto Dominion Bank shares in Q1 2024, an estimated $208K.
  • Investment Partners first reported a position in Toronto Dominion Bank in Q2 2016 and held it in 20 quarters.
  • Investment Partners's Toronto Dominion Bank position peaked at $456K in Q3 2018.
  • 701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on Investment Partners's 13F filing for Q1 2024, filed 16 Apr 2024.