Investment Research & Advisory Group’s Toronto Dominion Bank TD Stock Holding History

Investment Research & Advisory 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
2025 Q1	–	Sell	-667	Closed	-$35.5K	–	256
2024 Q4	$35.5K	Hold	667	–	–	0.01%	113
2024 Q3	$42.2K	Hold	667	–	–	0.02%	106
2024 Q2	$36.7K	Hold	667	–	–	0.02%	105
2024 Q1	$40.3K	Hold	667	–	–	0.02%	105
2023 Q4	$43.1K	Hold	667	–	–	0.02%	100
2023 Q3	$40.2K	Hold	667	–	–	0.02%	103
2023 Q2	$41.4K	Hold	667	–	–	0.02%	107
2023 Q1	$40K	Hold	667	–	–	0.03%	100
2022 Q4	$43.2K	Hold	667	–	–	0.03%	98
2022 Q3	$41K	Hold	667	–	–	0.03%	98
2022 Q2	$44K	Hold	667	–	–	0.03%	98
2022 Q1	$53K	Hold	667	–	–	0.03%	104
2021 Q4	$51K	Hold	667	–	–	0.03%	107
2021 Q3	$44K	Hold	667	–	–	0.03%	102
2021 Q2	$47K	Hold	667	–	–	0.03%	111
2021 Q1	$43K	Hold	667	–	–	0.03%	104
2020 Q4	$38K	Hold	667	–	–	0.03%	106
2020 Q3	$31K	Hold	667	–	–	0.03%	107
2020 Q2	$30K	Hold	667	–	–	0.03%	105
2020 Q1	$28K	Hold	667	–	–	0.03%	103
2019 Q4	$37K	Buy	+667	New	+$37.8K	0.03%	114

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Investment Research & Advisory Group's TD Position: Q1 2025 in Review

Investment Research & Advisory Group sold out of Toronto Dominion Bank (TD) in Q1 2025, closing a stake of 667 shares — an estimated $35.5K sold.

Investment Research & Advisory Group first reported a position in TD in Q4 2019 and held it in 21 quarters. The position peaked at $53K in Q1 2022. 637 funds tracked by Wall St. Rank hold TD as of Q1 2025.

Investment Research & Advisory Group reported no remaining Toronto Dominion Bank position as of Q1 2025 after selling out during the quarter.
Investment Research & Advisory Group sold 667 Toronto Dominion Bank shares in Q1 2025, an estimated $35.5K.
Investment Research & Advisory Group first reported a position in Toronto Dominion Bank in Q4 2019 and held it in 21 quarters.
Investment Research & Advisory Group's Toronto Dominion Bank position peaked at $53K in Q1 2022.
637 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2025.

Based on Investment Research & Advisory Group's 13F filing for Q1 2025, filed 21 Apr 2025.