Column Capital Advisors’s Toronto Dominion Bank TD Stock Holding History

Column Capital 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 Q2	–	Sell	-332	Closed	-$19.9K	–	841
2023 Q1	$19.9K	Sell	332 -40	-11%	-$2.58K	﹤0.01%	445
2022 Q4	$24.1K	Hold	372	–	–	﹤0.01%	398
2022 Q3	$23K	Hold	372	–	–	﹤0.01%	369
2022 Q2	$24K	Hold	372	–	–	﹤0.01%	373
2022 Q1	$30K	Hold	372	–	–	0.01%	357
2021 Q4	$29K	Buy	372 +332	+830%	+$24.2K	0.01%	377
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	602
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	603
2021 Q1	$3K	Buy	+40	New	+$2.44K	﹤0.01%	587

Other funds holding TD

Royal Bank of Canada

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

Bank of Montreal

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

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 $61.3B 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 $57.2B 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 $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