Stokes Family Office’s Toronto Dominion Bank TD Stock Holding History

Stokes Family Office’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
2023 Q4	–	Sell	-4,050	Closed	-$244K	–	327
2023 Q3	$244K	Buy	4,050 +79	+2%	+$4.92K	0.03%	275
2023 Q2	$246K	Sell	3,971 -896	-18%	-$53.9K	0.03%	267
2023 Q1	$292K	Sell	4,867 -2,701	-36%	-$175K	0.04%	227
2022 Q4	$490K	Sell	7,568 -605	-7%	-$39.1K	0.06%	165
2022 Q3	$501K	Buy	8,173 +647	+9%	+$41.9K	0.07%	154
2022 Q2	$494K	Buy	7,526 +281	+4%	+$20.4K	0.07%	164
2022 Q1	$575K	Buy	7,245 +456	+7%	+$36.7K	0.08%	153
2021 Q4	$521K	Buy	6,789 +1,481	+28%	+$108K	0.06%	156
2021 Q3	$351K	Sell	5,308 -1,006	-16%	-$67.1K	0.05%	170
2021 Q2	$442K	Buy	6,314 +1,295	+26%	+$90.6K	0.06%	150
2021 Q1	$327K	Buy	+5,019	New	+$306K	0.05%	159

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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

Stokes Family Office's TD Position: Q4 2023 in Review

Stokes Family Office sold out of Toronto Dominion Bank (TD) in Q4 2023, closing a stake of 4,050 shares — an estimated $244K sold.

Stokes Family Office first reported a position in TD in Q1 2021 and held it in 11 quarters. The position peaked at $575K in Q1 2022. 701 funds tracked by Wall St. Rank hold TD as of Q4 2023.

Stokes Family Office reported no remaining Toronto Dominion Bank position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 4,050 Toronto Dominion Bank shares in Q4 2023, an estimated $244K.
Stokes Family Office first reported a position in Toronto Dominion Bank in Q1 2021 and held it in 11 quarters.
Stokes Family Office's Toronto Dominion Bank position peaked at $575K in Q1 2022.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.