Pathstone Family Office’s Toronto Dominion Bank TD Stock Holding History

Pathstone Family Office’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
2023 Q3	$436K	Buy	7,231 +102	+1%	+$6.36K	﹤0.01%	1107
2023 Q2	$442K	Buy	7,129 +1,515	+27%	+$91.1K	0.01%	802
2023 Q1	$339K	Sell	5,614 -19,212	-77%	-$1.24M	0.01%	862
2022 Q4	$1.99M	Buy	24,826 +4,054	+20%	+$262K	0.02%	505
2022 Q3	$1.27M	Buy	20,772 +14,395	+226%	+$932K	0.01%	628
2022 Q2	$418K	Buy	6,377 +2,309	+57%	+$168K	0.01%	654
2022 Q1	$323K	Buy	4,068 +38	+0.9%	+$3.06K	0.01%	720
2021 Q4	$309K	Buy	4,030 +27	+0.7%	+$1.97K	0.01%	703
2021 Q3	$265K	Sell	4,003 -32	-0.8%	-$2.13K	0.01%	716
2021 Q2	$283K	Hold	4,035	–	–	0.01%	665
2021 Q1	$263K	Buy	4,035 +158	+4%	+$9.65K	0.01%	529
2020 Q4	$219K	Sell	3,877 -16	-0.4%	-$811	0.01%	248
2020 Q3	$180K	Sell	3,893 -220	-5%	-$10.2K	0.02%	211
2020 Q2	$184K	Buy	4,113 +16	+0.4%	+$681	0.02%	172
2020 Q1	$174K	Sell	4,097 -16	-0.4%	-$821	0.02%	172
2019 Q4	$2.31M	Hold	4,113	–	–	0.03%	146
2019 Q3	$240K	Sell	4,113 -1,230	-23%	-$69.9K	0.03%	131
2019 Q2	$312K	Sell	5,343 -243	-4%	-$13.7K	0.04%	160
2019 Q1	$304K	Buy	5,586 +3,112	+126%	+$172K	0.04%	147
2018 Q4	$123K	Sell	2,474 -205	-8%	-$11.2K	0.04%	116
2018 Q3	$163K	Hold	2,679	–	–	0.05%	60
2018 Q2	$155K	Hold	2,679	–	–	0.11%	48
2018 Q1	$153K	Hold	2,679	–	–	0.09%	54
2017 Q4	$157K	Hold	2,679	–	–	0.09%	37
2017 Q3	$151K	Sell	2,679 -294	-10%	-$15.4K	0.14%	45
2017 Q2	$150K	Hold	2,973	–	–	0.06%	123
2017 Q1	$149K	Buy	+2,973	New	+$152K	0.08%	116
2016 Q4	–	Sell	-2,973	Closed	-$132K	–	191
2016 Q3	$132K	Hold	2,973	–	–	0.14%	36
2016 Q2	$127K	Hold	2,973	–	–	0.12%	34
2016 Q1	$129K	Buy	+2,973	New	+$115K	0.26%	31

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Family Office's TD Position: Q3 2023 in Review

Pathstone Family Office increased its Toronto Dominion Bank (TD) stake by 1.4% in Q3 2023, buying an estimated $6.36K and bringing the position to 7,231 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Pathstone Family Office first reported a position in TD in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.31M in Q4 2019. 648 funds tracked by Wall St. Rank hold TD as of Q3 2023.

Pathstone Family Office held 7,231 shares of Toronto Dominion Bank worth $436K as of Q3 2023.
Pathstone Family Office bought 102 Toronto Dominion Bank shares in Q3 2023, an estimated $6.36K.
Toronto Dominion Bank made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1107 holding.
Pathstone Family Office first reported a position in Toronto Dominion Bank in Q1 2016 and has held it in 30 quarters since.
Pathstone Family Office's Toronto Dominion Bank position peaked at $2.31M in Q4 2019.
648 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.