A detailed history of Robertson Stephens Wealth Management, LLC transactions in Toronto Dominion Bank stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,748 shares of TD stock, worth $265,413. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,748
Previous 3,836 23.77%
Holding current value
$265,413
Previous $210,000 42.86%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$54.54 - $64.56 $49,740 - $58,878
912 Added 23.77%
4,748 $300,000
Q2 2024

Aug 13, 2024

BUY
$53.85 - $60.24 $14,970 - $16,746
278 Added 7.81%
3,836 $210,000
Q1 2024

May 15, 2024

BUY
$57.91 - $65.05 $206,043 - $231,447
3,558 New
3,558 $214,000
Q2 2022

Aug 12, 2022

SELL
$64.69 - $80.48 $264,582 - $329,163
-4,090 Closed
0 $0
Q1 2022

May 16, 2022

SELL
$74.69 - $85.0 $328,113 - $373,405
-4,393 Reduced 51.79%
4,090 $324,000
Q4 2021

Feb 14, 2022

BUY
$67.6 - $76.68 $573,450 - $650,476
8,483 New
8,483 $650,000

Others Institutions Holding TD

About TORONTO DOMINION BANK


  • Ticker TD
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,813,100,032
  • Market Cap $101B
  • Description
  • The Toronto-Dominion Bank, together with its subsidiaries, provides various financial products and services in Canada, the United States, and internationally. It operates through three segments: Canadian Retail, U.S. Retail, and Wholesale Banking. The company offers personal deposits, such as chequing, savings, and investment products; financing...
More about TD
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.