Sterling Financial Planning’s Toronto Dominion Bank TD Stock Holding History

Sterling Financial Planning’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 Q1	–	Sell	-3,200	Closed	-$207K	–	107
2023 Q4	$207K	Buy	+3,200	New	+$192K	0.09%	101
2023 Q3	–	Sell	-4,000	Closed	-$248K	–	96
2023 Q2	$248K	Sell	4,000 -800	-17%	-$48.1K	0.12%	86
2023 Q1	$288K	Hold	4,800	–	–	0.16%	77
2022 Q4	$311K	Hold	4,800	–	–	0.19%	74
2022 Q3	$294K	Hold	4,800	–	–	0.21%	71
2022 Q2	$315K	Hold	4,800	–	–	0.22%	69
2022 Q1	$381K	Hold	4,800	–	–	0.24%	62
2021 Q4	$368K	Hold	4,800	–	–	0.23%	65
2021 Q3	$318K	Buy	4,800 +800	+20%	+$53.3K	0.2%	62
2021 Q2	$280K	Hold	4,000	–	–	0.18%	65
2021 Q1	$261K	Hold	4,000	–	–	0.19%	65
2020 Q4	$226K	Buy	+4,000	New	+$203K	0.18%	67

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sterling Financial Planning's TD Position: Q1 2024 in Review

Sterling Financial Planning sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 3,200 shares — an estimated $207K sold.

Sterling Financial Planning first reported a position in TD in Q4 2020 and held it in 12 quarters. The position peaked at $381K in Q1 2022. 701 funds tracked by Wall St. Rank hold TD as of Q1 2024.

Sterling Financial Planning reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
Sterling Financial Planning sold 3,200 Toronto Dominion Bank shares in Q1 2024, an estimated $207K.
Sterling Financial Planning first reported a position in Toronto Dominion Bank in Q4 2020 and held it in 12 quarters.
Sterling Financial Planning's Toronto Dominion Bank position peaked at $381K in Q1 2022.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on Sterling Financial Planning's 13F filing for Q1 2024, filed 6 May 2024.