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

Sugarloaf 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	$16.1K	Buy	303 +3	+1%	+$168	﹤0.01%	432
2024 Q3	$19K	Buy	300 +3	+1%	+$177	﹤0.01%	424
2024 Q2	$16.3K	Buy	297 +3	+1%	+$170	﹤0.01%	426
2024 Q1	$17.8K	Buy	294 +3	+1%	+$181	﹤0.01%	420
2023 Q4	$18.8K	Sell	291 -121	-29%	-$7.25K	﹤0.01%	406
2023 Q3	$24.9K	Buy	412 +3	+0.7%	+$187	0.01%	361
2023 Q2	$25.4K	Buy	409 +3	+0.7%	+$180	0.01%	361
2023 Q1	$24.3K	Buy	406 +3	+0.7%	+$194	0.01%	370
2022 Q4	$26.1K	Buy	403 +2	+0.5%	+$129	0.01%	374
2022 Q3	$25K	Buy	401 +3	+0.8%	+$194	0.01%	394
2022 Q2	$26K	Buy	398 +3	+0.8%	+$218	0.01%	378
2022 Q1	$31K	Buy	395 +1	+0.3%	+$81	0.01%	345
2021 Q4	$30K	Buy	394 +3	+0.8%	+$219	0.01%	369
2021 Q3	$26K	Buy	391 +2	+0.5%	+$133	0.01%	374
2021 Q2	$27K	Buy	389 +3	+0.8%	+$210	0.01%	373
2021 Q1	$25	Buy	386 +1	+0.3%	+$61	0.01%	369
2020 Q4	$22K	Hold	385	–	–	0.01%	367
2020 Q3	$18K	Buy	385 +2	+0.5%	+$93	0.01%	378
2020 Q2	$17K	Hold	383	–	–	0.01%	380
2020 Q1	$16K	Hold	383	–	–	0.01%	371
2019 Q4	$21K	Buy	+383	New	+$21.7K	0.01%	362

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

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

Sugarloaf Wealth Management increased its Toronto Dominion Bank (TD) stake by 1% in Q4 2024, buying an estimated $168 and bringing the position to 303 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Sugarloaf Wealth Management first reported a position in TD in Q4 2019 and has held it in 21 quarters since. The position peaked at $31K in Q1 2022. 639 funds tracked by Wall St. Rank hold TD as of Q4 2024.

Sugarloaf Wealth Management held 303 shares of Toronto Dominion Bank worth $16.1K as of Q4 2024.
Sugarloaf Wealth Management bought 3 Toronto Dominion Bank shares in Q4 2024, an estimated $168.
Toronto Dominion Bank made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #432 holding.
Sugarloaf Wealth Management first reported a position in Toronto Dominion Bank in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Toronto Dominion Bank position peaked at $31K in Q1 2022.
639 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.