Lake Street Private Wealth’s Toronto Dominion Bank TD Stock Holding History

Lake Street Private Wealth’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
2023 Q4	–	Sell	-4,487	Closed	-$273K	–	315
2023 Q3	$273K	Sell	4,487 -164	-4%	-$10.2K	0.05%	237
2023 Q2	$288K	Sell	4,651 -365	-7%	-$22K	0.05%	232
2023 Q1	$300K	Buy	5,016 +1,388	+38%	+$89.7K	0.06%	229
2022 Q4	$235K	Sell	3,628 -288	-7%	-$18.6K	0.05%	243
2022 Q3	$240K	Sell	3,916 -1,491	-28%	-$96.5K	0.06%	239
2022 Q2	$355K	Buy	+5,407	New	+$393K	0.07%	208
2020 Q2	–	Sell	-32,519	Closed	-$1.38M	–	155
2020 Q1	$1.38M	Buy	32,519 +1,356	+4%	+$69.6K	0.63%	59
2019 Q4	$1.75M	Buy	31,163 +1,188	+4%	+$67.4K	0.67%	60
2019 Q3	$1.75M	Buy	29,975 +590	+2%	+$33.5K	0.8%	49
2019 Q2	$1.71M	Buy	29,385 +3,987	+16%	+$224K	1.01%	35
2019 Q1	$1.38M	Buy	+25,398	New	+$1.4M	0.95%	43

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

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

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

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

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

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

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

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

Lake Street Private Wealth's TD Position: Q4 2023 in Review

Lake Street Private Wealth sold out of Toronto Dominion Bank (TD) in Q4 2023, closing a stake of 4,487 shares — an estimated $273K sold.

Lake Street Private Wealth first reported a position in TD in Q1 2019 and held it in 11 quarters. The position peaked at $1.75M in Q3 2019. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

Lake Street Private Wealth reported no remaining Toronto Dominion Bank position as of Q4 2023 after selling out during the quarter.
Lake Street Private Wealth sold 4,487 Toronto Dominion Bank shares in Q4 2023, an estimated $273K.
Lake Street Private Wealth first reported a position in Toronto Dominion Bank in Q1 2019 and held it in 11 quarters.
Lake Street Private Wealth's Toronto Dominion Bank position peaked at $1.75M in Q3 2019.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Lake Street Private Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.