Pinnacle West Asset Management’s Toronto Dominion Bank TD Stock Holding History

Pinnacle West Asset Management’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	-3,750	Closed	-$206K	–	114
2024 Q2	$206K	Sell	3,750 -1,525	-29%	-$86.3K	0.16%	104
2024 Q1	$319K	Sell	5,275 -1,275	-19%	-$77K	0.25%	88
2023 Q4	$423K	Sell	6,550 -250	-4%	-$15K	0.36%	72
2023 Q3	$410K	Buy	6,800 +100	+1%	+$6.23K	0.4%	70
2023 Q2	$415K	Sell	6,700 -25	-0.4%	-$1.5K	0.4%	71
2023 Q1	$403K	Buy	+6,725	New	+$435K	0.42%	74

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 $123B AUM 34.51% 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

Pinnacle West Asset Management's TD Position: Q3 2024 in Review

Pinnacle West Asset Management sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 3,750 shares — an estimated $206K sold.

Pinnacle West Asset Management first reported a position in TD in Q1 2023 and held it in 6 quarters. The position peaked at $423K in Q4 2023. 687 funds tracked by Wall St. Rank hold TD as of Q3 2024.

Pinnacle West Asset Management reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
Pinnacle West Asset Management sold 3,750 Toronto Dominion Bank shares in Q3 2024, an estimated $206K.
Pinnacle West Asset Management first reported a position in Toronto Dominion Bank in Q1 2023 and held it in 6 quarters.
Pinnacle West Asset Management's Toronto Dominion Bank position peaked at $423K in Q4 2023.
687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on Pinnacle West Asset Management's 13F filing for Q3 2024, filed 23 Oct 2024.