Karpas Strategies’s Toronto Dominion Bank TD Stock Holding History

Karpas Strategies’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 Q2	$207K	Hold	3,770	–	–	0.07%	116
2024 Q1	$228K	Hold	3,770	–	–	0.07%	108
2023 Q4	$244K	Sell	3,770 -330	-8%	-$19.8K	0.08%	108
2023 Q3	$247K	Hold	4,100	–	–	0.09%	104
2023 Q2	$254K	Hold	4,100	–	–	0.09%	111
2023 Q1	$246K	Hold	4,100	–	–	0.09%	109
2022 Q4	$266K	Hold	4,100	–	–	0.09%	102
2022 Q3	$251K	Hold	4,100	–	–	0.1%	101
2022 Q2	$269K	Hold	4,100	–	–	0.09%	101
2022 Q1	$326K	Hold	4,100	–	–	0.1%	102
2021 Q4	$314K	Sell	4,100 -900	-18%	-$65.6K	0.1%	105
2021 Q3	$364K	Hold	5,000	–	–	0.12%	92
2021 Q2	$350K	Hold	5,000	–	–	0.12%	94
2021 Q1	$326K	Hold	5,000	–	–	0.12%	93
2020 Q4	$282K	Hold	5,000	–	–	0.11%	104
2020 Q3	$231K	Hold	5,000	–	–	0.11%	109
2020 Q2	$223K	Hold	5,000	–	–	0.11%	108
2020 Q1	$212K	Hold	5,000	–	–	0.12%	104
2019 Q4	$281K	Hold	5,000	–	–	0.11%	105
2019 Q3	$291K	Hold	5,000	–	–	0.12%	100
2019 Q2	$292K	Hold	5,000	–	–	0.12%	97
2019 Q1	$272K	Hold	5,000	–	–	0.11%	101
2018 Q4	$249K	Hold	5,000	–	–	0.12%	98
2018 Q3	$304K	Hold	5,000	–	–	0.13%	101
2018 Q2	$289K	Sell	5,000 -1,726	-26%	-$98.8K	0.13%	100
2018 Q1	$382K	Hold	6,726	–	–	0.17%	85
2017 Q4	$394K	Hold	6,726	–	–	0.17%	84
2017 Q3	$378K	Hold	6,726	–	–	0.17%	87
2017 Q2	$339K	Sell	6,726 -2,000	-23%	-$96.5K	0.15%	90
2017 Q1	$437K	Hold	8,726	–	–	0.2%	80
2016 Q4	$431K	Hold	8,726	–	–	0.2%	81
2016 Q3	$387K	Hold	8,726	–	–	0.19%	84
2016 Q2	$375K	Hold	8,726	–	–	0.19%	80
2016 Q1	$376K	Hold	8,726	–	–	0.2%	82
2015 Q4	$342K	Hold	8,726	–	–	0.18%	83
2015 Q3	$344K	Hold	8,726	–	–	0.19%	85
2015 Q2	$371K	Hold	8,726	–	–	0.19%	85
2015 Q1	$374K	Hold	8,726	–	–	0.18%	85
2014 Q4	$417K	Hold	8,726	–	–	0.2%	84
2014 Q3	$431K	Hold	8,726	–	–	0.22%	83
2014 Q2	$449K	Hold	8,726	–	–	0.22%	81
2014 Q1	$410K	Hold	8,726	–	–	0.22%	78
2013 Q4	$411K	Hold	8,726	–	–	0.23%	75
2013 Q3	$393K	Hold	8,726	–	–	0.23%	74
2013 Q2	$351K	Buy	+8,726	New	+$351K	0.22%	80

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Karpas Strategies's TD Position: Q2 2024 in Review

Karpas Strategies held its Toronto Dominion Bank (TD) position steady in Q2 2024 at 3,770 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #116.

Karpas Strategies first reported a position in TD in Q2 2013 and has held it in 45 quarters since. The position peaked at $449K in Q2 2014. 672 funds tracked by Wall St. Rank hold TD as of Q2 2024.

Karpas Strategies held 3,770 shares of Toronto Dominion Bank worth $207K as of Q2 2024.
Karpas Strategies left its Toronto Dominion Bank share count unchanged in Q2 2024.
Toronto Dominion Bank made up 0.07% of Karpas Strategies's portfolio in Q2 2024, its #116 holding.
Karpas Strategies first reported a position in Toronto Dominion Bank in Q2 2013 and has held it in 45 quarters since.
Karpas Strategies's Toronto Dominion Bank position peaked at $449K in Q2 2014.
672 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.