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

Tradition 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 Q1	–	Sell	-368	Closed	-$24K	–	1096
2023 Q4	$24K	Sell	368 -21	-5%	-$1.26K	﹤0.01%	794
2023 Q3	$23K	Sell	389 -219	-36%	-$13.7K	﹤0.01%	813
2023 Q2	$38K	Buy	608 +30	+5%	+$1.8K	﹤0.01%	707
2023 Q1	$35K	Buy	578 +31	+6%	+$2K	﹤0.01%	713
2022 Q4	$35K	Buy	547 +7	+1%	+$452	﹤0.01%	627
2022 Q3	$33K	Buy	540 +219	+68%	+$14.2K	0.01%	630
2022 Q2	$21K	Buy	321 +100	+45%	+$7.26K	﹤0.01%	641
2022 Q1	$18K	Hold	221	–	–	﹤0.01%	748
2021 Q4	$17K	Hold	221	–	–	﹤0.01%	778
2021 Q3	$15K	Hold	221	–	–	﹤0.01%	799
2021 Q2	$15K	Buy	+221	New	+$15.5K	﹤0.01%	835

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

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

Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's TD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Toronto Dominion Bank (TD) in Q1 2024, closing a stake of 368 shares — an estimated $24K sold.

Tradition Wealth Management first reported a position in TD in Q2 2021 and held it in 11 quarters. The position peaked at $38K in Q2 2023. 701 funds tracked by Wall St. Rank hold TD as of Q1 2024.

Tradition Wealth Management reported no remaining Toronto Dominion Bank position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 368 Toronto Dominion Bank shares in Q1 2024, an estimated $24K.
Tradition Wealth Management first reported a position in Toronto Dominion Bank in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's Toronto Dominion Bank position peaked at $38K in Q2 2023.
701 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.