BRWA
TD icon

B. Riley Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

B. Riley 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
2023
Q3 		– Sell
-3,799
Closed -$236K – 1625
2023
Q2 		$236K Buy
+3,799
New +$229K 0.01% 1263
2021
Q4 		– Sell
-3,476
Closed -$230K – 1489
2021
Q3 		$230K Sell
3,476
-95
-3% -$6.33K 0.01% 1178
2021
Q2 		$251K Sell
3,571
-589
-14% -$41.2K 0.01% 1120
2021
Q1 		$272K Buy
4,160
+562
+16% +$34.3K 0.01% 1046
2020
Q4 		$203K Sell
3,598
-3,113
-46% -$158K 0.01% 921
2020
Q3 		$308K Buy
+6,711
New +$312K 0.02% 711
2018
Q4 		– Sell
-4,230
Closed -$258K – 735
2018
Q3 		$258K Sell
4,230
-1,237
-23% -$73.7K 0.03% 553
2018
Q2 		$317K Buy
5,467
+1,405
+35% +$80.4K 0.04% 447
2018
Q1 		$231K Sell
4,062
-2,642
-39% -$155K 0.03% 540
2017
Q4 		$393K Buy
6,704
+2,299
+52% +$131K 0.05% 370
2017
Q3 		$248K Buy
+4,405
New +$231K 0.04% 432
2015
Q1 		– Sell
-2,761
Closed -$132 – 1833
2014
Q4 		$132 Buy
+2,761
New +$133K ﹤0.01% 1578
2014
Q3 		– Sell
-884
Closed -$45.5K – 1750
2014
Q2 		$45.5K Buy
+884
New +$42.9K 0.01% 1074

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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 $56.9B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return