Dynamic Advisor Solutions’s Toronto Dominion Bank TD Stock Holding History

Dynamic Advisor 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
2024 Q2	–	Sell	-6,614	Closed	-$399K	–	994
2024 Q1	$399K	Sell	6,614 -19	-0.3%	-$1.15K	0.01%	662
2023 Q4	$427K	Buy	6,633 +114	+2%	+$6.83K	0.02%	613
2023 Q3	$393K	Buy	+6,519	New	+$406K	0.02%	582
2021 Q4	–	Sell	-3,134	Closed	-$207K	–	802
2021 Q3	$207K	Sell	3,134 -114	-4%	-$7.6K	0.02%	688
2021 Q2	$228K	Sell	3,248 -218	-6%	-$15.3K	0.02%	633
2021 Q1	$226K	Buy	+3,466	New	+$212K	0.02%	580
2019 Q4	–	Sell	-3,771	Closed	-$220K	–	609
2019 Q3	$220K	Buy	+3,771	New	+$214K	0.03%	445

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

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

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

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return