JNBA Financial Advisors’s Toronto Dominion Bank TD Stock Holding History

JNBA Financial 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
2022 Q2	–	Sell	-9	Closed	-$1K	–	758
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	690
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	805
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	715
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	667
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	636
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	594
2020 Q3	$0	Buy	+9	New	+$419	﹤0.01%	589
2016 Q4	–	Sell	-2,070	Closed	-$92K	–	1242
2016 Q3	$92K	Buy	+2,070	New	+$90.7K	0.01%	385

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

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

CIBC World Market

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return