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Wetzel Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Wetzel Investment Advisors’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
-21
Closed -$1.27K – 805
2024
Q2 		$1.27K Hold
21
– – ﹤0.01% 790
2024
Q1 		$1.2K Hold
21
– – ﹤0.01% 910
2023
Q4 		$1K Buy
+21
New +$1.26K ﹤0.01% 969

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

Wetzel Investment Advisors's TD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Toronto Dominion Bank (TD) in Q3 2024, closing a stake of 21 shares — an estimated $1.27K sold.

Wetzel Investment Advisors first reported a position in TD in Q4 2023 and held it in 3 quarters. The position peaked at $1.27K in Q2 2024. 687 funds tracked by Wall St. Rank hold TD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Toronto Dominion Bank position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 21 Toronto Dominion Bank shares in Q3 2024, an estimated $1.27K.
  • Wetzel Investment Advisors first reported a position in Toronto Dominion Bank in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Toronto Dominion Bank position peaked at $1.27K in Q2 2024.
  • 687 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.