Graves Light Lenhart Wealth’s Toronto Dominion Bank TD Stock Holding History

Graves Light Lenhart 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
2022 Q3	–	Sell	-2,000	Closed	-$131K	–	546
2022 Q2	$131K	Hold	2,000	–	–	0.02%	204
2022 Q1	$159K	Hold	2,000	–	–	0.02%	201
2021 Q4	$153K	Hold	2,000	–	–	0.02%	225
2021 Q3	$132K	Hold	2,000	–	–	0.02%	231
2021 Q2	$140K	Hold	2,000	–	–	0.02%	219
2021 Q1	$130K	Hold	2,000	–	–	0.02%	234
2020 Q4	$113K	Buy	+2,000	New	+$101K	0.02%	242
2020 Q1	–	Sell	-4,000	Closed	-$225K	–	178
2019 Q4	$225K	Hold	4,000	–	–	0.05%	154
2019 Q3	$228K	Hold	4,000	–	–	0.05%	155
2019 Q2	$233K	Hold	4,000	–	–	0.06%	142
2019 Q1	$217K	Buy	+4,000	New	+$221K	0.06%	142

Other funds holding TD

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 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

Mackenzie Financial

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

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