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LifeSteps Financial’s Toronto Dominion Bank TD Stock Holding History

LifeSteps Financial’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 		– Sell
-500
Closed -$30.2K – 363
2024
Q1 		$30.2K Buy
+500
New +$30.2K 0.02% 194

Other funds holding TD

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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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
1832 Asset Management
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

LifeSteps Financial's TD Position: Q2 2024 in Review

LifeSteps Financial sold out of Toronto Dominion Bank (TD) in Q2 2024, closing a stake of 500 shares — an estimated $30.2K sold.

LifeSteps Financial first reported a position in TD in Q1 2024 and held it in 1 quarter. The position peaked at $30.2K in Q1 2024. 671 funds tracked by Wall St. Rank hold TD as of Q2 2024.

  • LifeSteps Financial reported no remaining Toronto Dominion Bank position as of Q2 2024 after selling out during the quarter.
  • LifeSteps Financial sold 500 Toronto Dominion Bank shares in Q2 2024, an estimated $30.2K.
  • LifeSteps Financial first reported a position in Toronto Dominion Bank in Q1 2024 and held it in 1 quarter.
  • LifeSteps Financial's Toronto Dominion Bank position peaked at $30.2K in Q1 2024.
  • 671 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.