Atria Wealth Solutions’s Toronto Dominion Bank TD Stock Holding History

Atria Wealth Solutions’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 Q2	$233K	Buy	+3,171	New	+$207K	0.01%	1292
2024 Q4	–	Sell	-3,381	Closed	-$214K	–	2091
2024 Q3	$214K	Sell	3,381 -1,021	-23%	-$60.4K	﹤0.01%	1746
2024 Q2	$242K	Buy	4,402 +405	+10%	+$22.9K	﹤0.01%	1638
2024 Q1	$241K	Buy	3,997 +205	+5%	+$12.4K	﹤0.01%	1703
2023 Q4	$245K	Buy	3,792 +5	+0.1%	+$300	﹤0.01%	1644
2023 Q3	$228K	Buy	3,787 +129	+4%	+$8.04K	﹤0.01%	1606
2023 Q2	$227K	Buy	3,658 +5	+0.1%	+$301	﹤0.01%	1620
2023 Q1	$219K	Buy	3,653 +4	+0.1%	+$258	﹤0.01%	1620
2022 Q4	$236K	Buy	3,649 +28	+0.8%	+$1.81K	﹤0.01%	1505
2022 Q3	$222K	Buy	3,621 +4	+0.1%	+$259	﹤0.01%	1495
2022 Q2	$237K	Buy	3,617 +890	+33%	+$64.6K	﹤0.01%	1354
2022 Q1	$217K	Buy	+2,727	New	+$220K	﹤0.01%	1539

Other funds holding TD

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

1832 Asset Management

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

Bank of Nova Scotia

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