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SeaCrest Wealth Management’s Toronto Dominion Bank TD Stock Holding History

SeaCrest 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
-3,202
Closed -$203K – 699
2024
Q3 		$203K Sell
3,202
-1,546
-33% -$91.4K 0.02% 610
2024
Q2 		$261K Sell
4,748
-230
-5% -$13K 0.03% 504
2024
Q1 		$301K Sell
4,978
-859
-15% -$51.9K 0.04% 440
2023
Q4 		$376K Sell
5,837
-1,014
-15% -$60.8K 0.05% 383
2023
Q3 		$413K Sell
6,851
-623
-8% -$38.8K 0.05% 355
2023
Q2 		$463K Buy
7,474
+207
+3% +$12.5K 0.06% 340
2023
Q1 		$435K Sell
7,267
-487
-6% -$31.5K 0.06% 357
2022
Q4 		$502K Sell
7,754
-12
-0.2% -$775 0.07% 323
2022
Q3 		$476K Buy
7,766
+599
+8% +$38.8K 0.07% 308
2022
Q2 		$470K Buy
7,167
+669
+10% +$48.6K 0.06% 341
2022
Q1 		$516K Sell
6,498
-370
-5% -$29.8K 0.06% 345
2021
Q4 		$527K Sell
6,868
-82
-1% -$5.98K 0.06% 341
2021
Q3 		$460K Sell
6,950
-100
-1% -$6.67K 0.06% 363
2021
Q2 		$494K Hold
7,050
– – 0.06% 342
2021
Q1 		$460K Buy
7,050
+120
+2% +$7.33K 0.06% 330
2020
Q4 		$391K Buy
6,930
+363
+6% +$18.4K 0.06% 352
2020
Q3 		$304K Sell
6,567
-17
-0.3% -$792 0.05% 388
2020
Q2 		$294K Buy
6,584
+63
+1% +$2.68K 0.05% 390
2020
Q1 		$276K Sell
6,521
-1,340
-17% -$68.7K 0.06% 345
2019
Q4 		$441K Sell
7,861
-165
-2% -$9.36K 0.07% 307
2019
Q3 		$468K Hold
8,026
– – 0.09% 274
2019
Q2 		$468K Sell
8,026
-163
-2% -$9.17K 0.1% 261
2019
Q1 		$445K Sell
8,189
-301
-4% -$16.6K 0.08% 257
2018
Q4 		$422K Buy
8,490
+20
+0.2% +$1.09K 0.09% 237
2018
Q3 		$515K Buy
8,470
+803
+10% +$47.8K 0.09% 251
2018
Q2 		$444K Sell
7,667
-130
-2% -$7.44K 0.08% 281
2018
Q1 		$443K Buy
7,797
+562
+8% +$32.9K 0.08% 272
2017
Q4 		$424K Buy
+7,235
New +$413K 0.08% 279

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

SeaCrest Wealth Management's TD Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of Toronto Dominion Bank (TD) in Q4 2024, closing a stake of 3,202 shares — an estimated $203K sold.

SeaCrest Wealth Management first reported a position in TD in Q4 2017 and held it in 28 quarters. The position peaked at $527K in Q4 2021. 641 funds tracked by Wall St. Rank hold TD as of Q4 2024.

  • SeaCrest Wealth Management reported no remaining Toronto Dominion Bank position as of Q4 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,202 Toronto Dominion Bank shares in Q4 2024, an estimated $203K.
  • SeaCrest Wealth Management first reported a position in Toronto Dominion Bank in Q4 2017 and held it in 28 quarters.
  • SeaCrest Wealth Management's Toronto Dominion Bank position peaked at $527K in Q4 2021.
  • 641 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.