Robertson Stephens Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Robertson Stephens Wealth 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 Q4	–	Sell	-4,748	Closed	-$300K	–	634
2024 Q3	$300K	Buy	4,748 +912	+24%	+$53.9K	0.01%	524
2024 Q2	$211K	Buy	3,836 +278	+8%	+$15.7K	0.01%	472
2024 Q1	$215K	Buy	+3,558	New	+$215K	0.01%	474
2022 Q2	–	Sell	-4,090	Closed	-$324K	–	412
2022 Q1	$324K	Sell	4,090 -4,393	-52%	-$354K	0.03%	301
2021 Q4	$650K	Buy	+8,483	New	+$618K	0.05%	234

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Robertson Stephens Wealth Management's TD Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 4,748 shares — an estimated $300K sold.

Robertson Stephens Wealth Management first reported a position in TD in Q4 2021 and held it in 5 quarters. The position peaked at $650K in Q4 2021. 639 funds tracked by Wall St. Rank hold TD as of Q4 2024.

Robertson Stephens Wealth Management reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 4,748 Toronto Dominion Bank shares in Q4 2024, an estimated $300K.
Robertson Stephens Wealth Management first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 5 quarters.
Robertson Stephens Wealth Management's Toronto Dominion Bank position peaked at $650K in Q4 2021.
639 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.