JWM
TD icon

Janiczek Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Janiczek Wealth Management’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 		$50.9K Sell
926
-579
-38% -$32.8K 0.01% 394
2024
Q1 		$90.9K Sell
1,505
-534
-26% -$32.3K 0.02% 309
2023
Q4 		$132K Sell
2,039
-249
-11% -$14.9K 0.03% 233
2023
Q3 		$138K Buy
2,288
+318
+16% +$19.8K 0.04% 196
2023
Q2 		$122K Sell
1,970
-837
-30% -$50.4K 0.03% 190
2023
Q1 		$171K Sell
2,807
-127
-4% -$8.21K 0.05% 135
2022
Q4 		$194K Sell
2,934
-311
-10% -$20.1K 0.05% 121
2022
Q3 		$192K Buy
3,245
+251
+8% +$16.3K 0.06% 109
2022
Q2 		$195K Sell
2,994
-1,632
-35% -$119K 0.06% 107
2022
Q1 		$367K Buy
4,626
+545
+13% +$43.9K 0.1% 62
2021
Q4 		$313K Buy
4,081
+284
+7% +$20.7K 0.09% 72
2021
Q3 		$251K Buy
3,797
+459
+14% +$30.6K 0.09% 76
2021
Q2 		$234K Buy
3,338
+257
+8% +$18K 0.09% 69
2021
Q1 		$201K Buy
3,081
+786
+34% +$48K 0.08% 68
2020
Q4 		$129K Buy
2,295
+1,865
+434% +$94.5K 0.06% 92
2020
Q3 		$20K Buy
+430
New +$20K 0.01% 159

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Janiczek Wealth Management's TD Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Toronto Dominion Bank (TD) stake by 38% in Q2 2024, selling an estimated $32.8K and leaving 926 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #394.

Janiczek Wealth Management first reported a position in TD in Q3 2020 and has held it in 16 quarters since. The position peaked at $367K in Q1 2022. 672 funds tracked by Wall St. Rank hold TD as of Q2 2024.

  • Janiczek Wealth Management held 926 shares of Toronto Dominion Bank worth $50.9K as of Q2 2024.
  • Janiczek Wealth Management sold 579 Toronto Dominion Bank shares in Q2 2024, an estimated $32.8K.
  • Toronto Dominion Bank made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #394 holding.
  • Janiczek Wealth Management first reported a position in Toronto Dominion Bank in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Toronto Dominion Bank position peaked at $367K in Q1 2022.
  • 672 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.