Evoke Wealth’s Toronto Dominion Bank TD Stock Holding History

Evoke Wealth’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	-34,281	Closed	-$2.22M	–	376
2022 Q4	$2.22M	Buy	34,281 +363	+1%	+$23.4K	0.08%	108
2022 Q3	$2.08M	Buy	33,918 +7,762	+30%	+$503K	0.08%	99
2022 Q2	$1.72M	Hold	26,156	–	–	0.06%	116
2022 Q1	$2.08M	Buy	26,156 +6,501	+33%	+$524K	0.07%	115
2021 Q4	$1.51M	Buy	19,655 +19,600	+35,636%	+$1.43M	0.05%	139
2021 Q3	$3K	Hold	55	–	–	﹤0.01%	968
2021 Q2	$4K	Hold	55	–	–	﹤0.01%	948
2021 Q1	$4K	Buy	55 +1	+2%	+$61	﹤0.01%	908
2020 Q4	$3K	Buy	54 +1	+2%	+$51	﹤0.01%	843
2020 Q3	$2K	Sell	53 -28	-35%	-$1.3K	﹤0.01%	870
2020 Q2	$4K	Sell	81 -32	-28%	-$1.36K	﹤0.01%	750
2020 Q1	$4.79K	Sell	113 -28	-20%	-$1.44K	﹤0.01%	619
2019 Q4	$7.91K	Sell	141 -1	-0.7%	-$57	﹤0.01%	807
2019 Q3	$8.3K	Buy	+142	New	+$8.07K	﹤0.01%	868

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