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VisionPoint Advisory Group’s Toronto Dominion Bank TD Stock Holding History

VisionPoint Advisory Group’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
-266
Closed -$14.6K – 717
2024
Q2 		$14.6K Sell
266
-118
-31% -$6.68K 0.01% 446
2024
Q1 		$23.2K Sell
384
-3
-0.8% -$181 0.01% 366
2023
Q4 		$25K Buy
387
+6
+2% +$360 0.01% 333
2023
Q3 		$23K Buy
381
+158
+71% +$9.85K 0.01% 355
2023
Q2 		$13.8K Buy
+223
New +$13.4K 0.01% 355

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

VisionPoint Advisory Group's TD Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 266 shares — an estimated $14.6K sold.

VisionPoint Advisory Group first reported a position in TD in Q2 2023 and held it in 5 quarters. The position peaked at $25K in Q4 2023. 687 funds tracked by Wall St. Rank hold TD as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 266 Toronto Dominion Bank shares in Q3 2024, an estimated $14.6K.
  • VisionPoint Advisory Group first reported a position in Toronto Dominion Bank in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Toronto Dominion Bank position peaked at $25K in Q4 2023.
  • 687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.