Balentine LLC’s Toronto Dominion Bank TD Stock Holding History

Balentine LLC’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 Q1	–	Sell	-3,728	Closed	-$241K	–	676
2022 Q4	$241K	Buy	+3,728	New	+$241K	0.01%	488
2020 Q3	–	Sell	-164	Closed	-$7K	–	768
2020 Q2	$7K	Sell	164 -613	-79%	-$26.1K	﹤0.01%	654
2020 Q1	$33K	Buy	777 +32	+4%	+$1.64K	﹤0.01%	217
2019 Q4	$42K	Hold	745	–	–	﹤0.01%	215
2019 Q3	$43K	Hold	745	–	–	﹤0.01%	145
2019 Q2	$43K	Buy	745 +150	+25%	+$8.44K	﹤0.01%	122
2019 Q1	$32K	Hold	595	–	–	﹤0.01%	155
2018 Q4	$30K	Sell	595 -366	-38%	-$20K	﹤0.01%	150
2018 Q3	$58K	Buy	+961	New	+$57.2K	﹤0.01%	60

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Fidelity International

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return