MA
TD icon

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

Montag & 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
-249
Closed -$13.7K – 1048
2024
Q2 		$13.7K Buy
+249
New +$14.1K ﹤0.01% 745
2021
Q1 		– Sell
-496
Closed -$28K – 890
2020
Q4 		$28K Buy
+496
New +$25.1K ﹤0.01% 604

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Montag & Associates sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 249 shares — an estimated $13.7K sold.

Montag & Associates first reported a position in TD in Q4 2020 and held it in 2 quarters. The position peaked at $28K in Q4 2020. 689 funds tracked by Wall St. Rank hold TD as of Q3 2024.

  • Montag & Associates reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
  • Montag & Associates sold 249 Toronto Dominion Bank shares in Q3 2024, an estimated $13.7K.
  • Montag & Associates first reported a position in Toronto Dominion Bank in Q4 2020 and held it in 2 quarters.
  • Montag & Associates's Toronto Dominion Bank position peaked at $28K in Q4 2020.
  • 689 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on Montag & Associates's 13F filing for Q3 2024, filed 5 Nov 2024.