TW
TD icon

TritonPoint Wealth’s Toronto Dominion Bank TD Stock Holding History

TritonPoint Wealth’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
Q3 		– Sell
-3,800
Closed -$209K – 341
2024
Q2 		$209K Sell
3,800
-2,000
-34% -$113K 0.02% 310
2024
Q1 		$375K Hold
5,800
– – 0.04% 233
2023
Q4 		$375K Buy
+5,800
New +$348K 0.04% 242

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

TritonPoint Wealth's TD Position: Q3 2024 in Review

TritonPoint Wealth sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 3,800 shares — an estimated $209K sold.

TritonPoint Wealth first reported a position in TD in Q4 2023 and held it in 3 quarters. The position peaked at $375K in Q1 2024. 687 funds tracked by Wall St. Rank hold TD as of Q3 2024.

  • TritonPoint Wealth reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
  • TritonPoint Wealth sold 3,800 Toronto Dominion Bank shares in Q3 2024, an estimated $209K.
  • TritonPoint Wealth first reported a position in Toronto Dominion Bank in Q4 2023 and held it in 3 quarters.
  • TritonPoint Wealth's Toronto Dominion Bank position peaked at $375K in Q1 2024.
  • 687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on TritonPoint Wealth's 13F filing for Q3 2024, filed 28 Oct 2024.