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Lee, Danner & Bass’s Toronto Dominion Bank TD Stock Holding History

Lee, Danner & Bass’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
-500
Closed -$26.6K – 653
2024
Q4 		$26.6K Buy
+500
New +$28.1K ﹤0.01% 426

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Lee, Danner & Bass's TD Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Toronto Dominion Bank (TD) in Q1 2025, closing a stake of 500 shares — an estimated $26.6K sold.

Lee, Danner & Bass first reported a position in TD in Q4 2024 and held it in 1 quarter. The position peaked at $26.6K in Q4 2024. 635 funds tracked by Wall St. Rank hold TD as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Toronto Dominion Bank position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 500 Toronto Dominion Bank shares in Q1 2025, an estimated $26.6K.
  • Lee, Danner & Bass first reported a position in Toronto Dominion Bank in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Toronto Dominion Bank position peaked at $26.6K in Q4 2024.
  • 635 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.