Wingate Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-18	Closed	-$958	–	397
2024 Q4	$958	Buy	+18	New	+$1.01K	﹤0.01%	455

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wingate Wealth Advisors's TD Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Toronto Dominion Bank (TD) in Q1 2025, closing a stake of 18 shares — an estimated $958 sold.

Wingate Wealth Advisors first reported a position in TD in Q4 2024 and held it in 1 quarter. The position peaked at $958 in Q4 2024. 635 funds tracked by Wall St. Rank hold TD as of Q1 2025.

Wingate Wealth Advisors reported no remaining Toronto Dominion Bank position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 18 Toronto Dominion Bank shares in Q1 2025, an estimated $958.
Wingate Wealth Advisors first reported a position in Toronto Dominion Bank in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Toronto Dominion Bank position peaked at $958 in Q4 2024.
635 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.