Koss-Olinger Consulting’s Toronto Dominion Bank TD Stock Holding History

Koss-Olinger Consulting’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 Q4	–	Sell	-4,518	Closed	-$277K	–	271
2022 Q3	$277K	Sell	4,518 -790	-15%	-$51.1K	0.05%	166
2022 Q2	$348K	Sell	5,308 -1,389	-21%	-$101K	0.06%	115
2022 Q1	$532K	Sell	6,697 -1,439	-18%	-$116K	0.09%	95
2021 Q4	$624K	Sell	8,136 -4,372	-35%	-$319K	0.1%	86
2021 Q3	$827K	Sell	12,508 -4,313	-26%	-$288K	0.13%	72
2021 Q2	$1.18M	Buy	16,821 +1,568	+10%	+$110K	0.17%	70
2021 Q1	$995K	Buy	+15,253	New	+$931K	0.17%	72

Other funds holding TD

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial

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

Bank of America

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