Lane & Associates’s Toronto Dominion Bank TD Stock Holding History

Lane & Associates’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 Q3	–	Sell	-4,850	Closed	-$267K	–	121
2024 Q2	$267K	Sell	4,850 -53	-1%	-$3K	0.16%	93
2024 Q1	$296K	Sell	4,903 -54	-1%	-$3.26K	0.19%	87
2023 Q4	$320K	Sell	4,957 -618	-11%	-$37.1K	0.23%	76
2023 Q3	$336K	Sell	5,575 -14	-0.3%	-$873	0.27%	71
2023 Q2	$347K	Buy	5,589 +803	+17%	+$48.3K	0.28%	68
2023 Q1	$287K	Buy	+4,786	New	+$309K	0.26%	75

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Lane & Associates's TD Position: Q3 2024 in Review

Lane & Associates sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 4,850 shares — an estimated $267K sold.

Lane & Associates first reported a position in TD in Q1 2023 and held it in 6 quarters. The position peaked at $347K in Q2 2023. 687 funds tracked by Wall St. Rank hold TD as of Q3 2024.

Lane & Associates reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
Lane & Associates sold 4,850 Toronto Dominion Bank shares in Q3 2024, an estimated $267K.
Lane & Associates first reported a position in Toronto Dominion Bank in Q1 2023 and held it in 6 quarters.
Lane & Associates's Toronto Dominion Bank position peaked at $347K in Q2 2023.
687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on Lane & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.