Pacific Wealth Strategies Group’s Toronto Dominion Bank TD Stock Holding History

Pacific Wealth Strategies Group’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	-16,605	Closed	-$913K	–	52
2024 Q2	$913K	Buy	16,605 +51	+0.3%	+$2.89K	0.75%	31
2024 Q1	$1,000K	Buy	16,554 +1,935	+13%	+$117K	0.83%	30
2023 Q4	$945K	Sell	14,619 -352	-2%	-$21.1K	0.9%	29
2023 Q3	$902K	Buy	14,971 +7,448	+99%	+$464K	0.95%	30
2023 Q2	$467K	Buy	7,523 +2,030	+37%	+$122K	0.48%	39
2023 Q1	$329K	Buy	+5,493	New	+$355K	0.38%	41

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 $115B AUM 41.58% 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

Pacific Wealth Strategies Group's TD Position: Q3 2024 in Review

Pacific Wealth Strategies Group sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 16,605 shares — an estimated $913K sold.

Pacific Wealth Strategies Group first reported a position in TD in Q1 2023 and held it in 6 quarters. The position peaked at $1,000K in Q1 2024. 688 funds tracked by Wall St. Rank hold TD as of Q3 2024.

Pacific Wealth Strategies Group reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
Pacific Wealth Strategies Group sold 16,605 Toronto Dominion Bank shares in Q3 2024, an estimated $913K.
Pacific Wealth Strategies Group first reported a position in Toronto Dominion Bank in Q1 2023 and held it in 6 quarters.
Pacific Wealth Strategies Group's Toronto Dominion Bank position peaked at $1,000K in Q1 2024.
688 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on Pacific Wealth Strategies Group's 13F filing for Q3 2024, filed 28 Oct 2024.