WR Wealth Planners’s Toronto Dominion Bank TD Stock Holding History

WR Wealth Planners’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 Q4	$10.6K	Hold	200	–	–	﹤0.01%	580
2024 Q3	$12.7K	Hold	200	–	–	﹤0.01%	590
2024 Q2	$11K	Hold	200	–	–	﹤0.01%	571
2024 Q1	$12.1K	Buy	+200	New	+$12.1K	﹤0.01%	561
2023 Q4	–	Sell	-200	Closed	-$12.1K	–	783
2023 Q3	$12.1K	Hold	200	–	–	﹤0.01%	513
2023 Q2	$12.4K	Hold	200	–	–	﹤0.01%	510
2023 Q1	$12K	Buy	+200	New	+$12.9K	0.01%	511

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

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

WR Wealth Planners's TD Position: Q4 2024 in Review

WR Wealth Planners held its Toronto Dominion Bank (TD) position steady in Q4 2024 at 200 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

WR Wealth Planners first reported a position in TD in Q1 2023 and has held it in 7 quarters since. The position peaked at $12.7K in Q3 2024. 640 funds tracked by Wall St. Rank hold TD as of Q4 2024.

WR Wealth Planners held 200 shares of Toronto Dominion Bank worth $10.6K as of Q4 2024.
WR Wealth Planners left its Toronto Dominion Bank share count unchanged in Q4 2024.
Toronto Dominion Bank made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #580 holding.
WR Wealth Planners first reported a position in Toronto Dominion Bank in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Toronto Dominion Bank position peaked at $12.7K in Q3 2024.
640 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.