Kovack Advisors’s Toronto Dominion Bank TD Stock Holding History

Kovack 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
2024 Q1	–	Sell	-3,414	Closed	-$221K	–	594
2023 Q4	$221K	Buy	+3,414	New	+$205K	0.03%	499
2021 Q3	–	Sell	-2,873	Closed	-$201K	–	753
2021 Q2	$201K	Sell	2,873 -521	-15%	-$36.4K	0.02%	646
2021 Q1	$221K	Buy	+3,394	New	+$207K	0.03%	559
2020 Q1	–	Sell	-7,112	Closed	-$399K	–	542
2019 Q4	$399K	Buy	7,112 +923	+15%	+$52.3K	0.07%	295
2019 Q3	$361K	Buy	6,189 +7	+0.1%	+$398	0.07%	290
2019 Q2	$361K	Sell	6,182 -68	-1%	-$3.83K	0.08%	261
2019 Q1	$340K	Sell	6,250 -143	-2%	-$7.91K	0.08%	265
2018 Q4	$318K	Sell	6,393 -331	-5%	-$18.1K	0.09%	245
2018 Q3	$409K	Buy	6,724 +661	+11%	+$39.4K	0.11%	235
2018 Q2	$351K	Buy	6,063 +2,042	+51%	+$117K	0.1%	234
2018 Q1	$229K	Buy	+4,021	New	+$235K	0.06%	388

Other funds holding TD

Royal Bank of Canada

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

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

Bank of Nova Scotia

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM