Lake Street Private Wealth’s Toronto Dominion Bank TD Stock Holding History

Lake Street Private Wealth’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
2023 Q4	–	Sell	-4,487	Closed	-$273K	–	315
2023 Q3	$273K	Sell	4,487 -164	-4%	-$10.2K	0.05%	237
2023 Q2	$288K	Sell	4,651 -365	-7%	-$22K	0.05%	232
2023 Q1	$300K	Buy	5,016 +1,388	+38%	+$89.7K	0.06%	229
2022 Q4	$235K	Sell	3,628 -288	-7%	-$18.6K	0.05%	243
2022 Q3	$240K	Sell	3,916 -1,491	-28%	-$96.5K	0.06%	239
2022 Q2	$355K	Buy	+5,407	New	+$393K	0.08%	208
2020 Q2	–	Sell	-32,519	Closed	-$1.38M	–	155
2020 Q1	$1.38M	Buy	32,519 +1,356	+4%	+$69.6K	0.63%	59
2019 Q4	$1.75M	Buy	31,163 +1,188	+4%	+$67.4K	0.67%	60
2019 Q3	$1.75M	Buy	29,975 +590	+2%	+$33.5K	0.8%	49
2019 Q2	$1.71M	Buy	29,385 +3,987	+16%	+$224K	1.01%	35
2019 Q1	$1.38M	Buy	+25,398	New	+$1.4M	0.95%	43

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

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 $56.9B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia

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

Mackenzie Financial

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

National Bank of Canada

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

Fidelity International

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

1832 Asset Management

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