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

Johanson 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
2021
Q4 		$686K Buy
8,945
+66
+0.7% +$4.81K 0.21% 76
2021
Q3 		$587K Buy
8,879
+319
+4% +$21.3K 0.2% 79
2021
Q2 		$575K Buy
8,560
+47
+0.6% +$3.29K 0.19% 79
2021
Q1 		$564K Sell
8,513
-896
-10% -$54.7K 0.21% 76
2020
Q4 		$531K Sell
9,409
-884
-9% -$44.8K 0.21% 76
2020
Q3 		$493K Buy
10,293
+508
+5% +$23.7K 0.22% 75
2020
Q2 		$437K Sell
9,785
-1,094
-10% -$46.6K 0.22% 74
2020
Q1 		$462K Buy
10,879
+691
+7% +$35.4K 0.27% 63
2019
Q4 		$572K Buy
10,188
+82
+0.8% +$4.65K 0.26% 64
2019
Q3 		$589K Sell
10,106
-2,302
-19% -$131K 0.31% 61
2019
Q2 		$726K Buy
12,408
+233
+2% +$13.1K 0.39% 58
2019
Q1 		$661K Buy
12,175
+288
+2% +$15.9K 0.37% 56
2018
Q4 		$591K Sell
11,887
-467
-4% -$25.6K 0.4% 54
2018
Q3 		$752K Buy
12,354
+668
+6% +$39.8K 0.44% 51
2018
Q2 		$677K Buy
11,686
+1,181
+11% +$67.6K 0.43% 52
2018
Q1 		$599K Buy
10,505
+1,781
+20% +$104K 0.4% 52
2017
Q4 		$510K Buy
8,724
+261
+3% +$14.9K 0.34% 55
2017
Q3 		$477K Buy
8,463
+622
+8% +$32.7K 0.35% 52
2017
Q2 		$394K Buy
7,841
+66
+0.8% +$3.18K 0.32% 54
2017
Q1 		$391K Buy
+7,775
New +$397K 0.34% 54
2016
Q4 		– Sell
-7,931
Closed -$353K – 53
2016
Q3 		$353K Sell
7,931
-176
-2% -$7.71K 0.38% 55
2016
Q2 		$348K Buy
8,107
+695
+9% +$30.3K 0.41% 52
2016
Q1 		$320K Buy
+7,412
New +$286K 0.39% 53

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Johanson Financial Advisors's TD Position: Q4 2021 in Review

Johanson Financial Advisors increased its Toronto Dominion Bank (TD) stake by 0.74% in Q4 2021, buying an estimated $4.81K and bringing the position to 8,945 shares worth $686K. The position accounts for 0.21% of the portfolio, ranked #76.

Johanson Financial Advisors first reported a position in TD in Q1 2016 and has held it in 23 quarters since. The position peaked at $752K in Q3 2018. 726 funds tracked by Wall St. Rank hold TD as of Q4 2021.

  • Johanson Financial Advisors held 8,945 shares of Toronto Dominion Bank worth $686K as of Q4 2021.
  • Johanson Financial Advisors bought 66 Toronto Dominion Bank shares in Q4 2021, an estimated $4.81K.
  • Toronto Dominion Bank made up 0.21% of Johanson Financial Advisors's portfolio in Q4 2021, its #76 holding.
  • Johanson Financial Advisors first reported a position in Toronto Dominion Bank in Q1 2016 and has held it in 23 quarters since.
  • Johanson Financial Advisors's Toronto Dominion Bank position peaked at $752K in Q3 2018.
  • 726 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.