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Sierra Summit Advisors’s Toronto Dominion Bank TD Stock Holding History

Sierra Summit Advisors’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
Q2 		– Sell
-4,438
Closed -$268K – 163
2024
Q1 		$268K Buy
4,438
+423
+11% +$25.6K 0.07% 136
2023
Q4 		$259K Buy
+4,015
New +$241K 0.08% 157

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Sierra Summit Advisors's TD Position: Q2 2024 in Review

Sierra Summit Advisors sold out of Toronto Dominion Bank (TD) in Q2 2024, closing a stake of 4,438 shares — an estimated $268K sold.

Sierra Summit Advisors first reported a position in TD in Q4 2023 and held it in 2 quarters. The position peaked at $268K in Q1 2024. 671 funds tracked by Wall St. Rank hold TD as of Q2 2024.

  • Sierra Summit Advisors reported no remaining Toronto Dominion Bank position as of Q2 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 4,438 Toronto Dominion Bank shares in Q2 2024, an estimated $268K.
  • Sierra Summit Advisors first reported a position in Toronto Dominion Bank in Q4 2023 and held it in 2 quarters.
  • Sierra Summit Advisors's Toronto Dominion Bank position peaked at $268K in Q1 2024.
  • 671 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2024.

Based on Sierra Summit Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.