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Next Financial Group’s Toronto Dominion Bank TD Stock Holding History

Next Financial Group’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 		$62K Buy
809
+71
+10% +$5.18K ﹤0.01% 1386
2021
Q3 		$49K Buy
738
+653
+768% +$43.5K ﹤0.01% 1418
2021
Q2 		$6K Sell
85
-20
-19% -$1.4K ﹤0.01% 2164
2021
Q1 		$7K Buy
105
+20
+24% +$1.22K ﹤0.01% 2013
2020
Q4 		$5K Sell
85
-132
-61% -$6.69K ﹤0.01% 2002
2020
Q3 		$10K Buy
+217
New +$10.1K ﹤0.01% 1642
2020
Q2 		– Sell
-221
Closed -$9K – 1761
2020
Q1 		$9K Sell
221
-150
-40% -$7.7K ﹤0.01% 1566
2019
Q4 		$21K Sell
371
-190
-34% -$10.8K ﹤0.01% 1518
2019
Q3 		$33K Sell
561
-577
-51% -$32.8K ﹤0.01% 1277
2019
Q2 		$66K Buy
1,138
+948
+499% +$53.3K 0.01% 1071
2019
Q1 		$10K Sell
190
-10,131
-98% -$560K ﹤0.01% 1119
2018
Q4 		$513K Buy
10,321
+10,026
+3,399% +$549K 0.11% 217
2018
Q3 		$18K Buy
+295
New +$17.6K 0.01% 823
2018
Q2 		– Sell
-10,166
Closed -$578K – 381
2018
Q1 		$578K Buy
+10,166
New +$595K 0.12% 189
2017
Q4 		– Sell
-556
Closed -$32K – 1290
2017
Q3 		$32K Sell
556
-319
-36% -$16.7K 0.01% 845
2017
Q2 		$44K Sell
875
-50
-5% -$2.41K 0.01% 824
2017
Q1 		$44K Sell
925
-96
-9% -$4.91K 0.01% 773
2016
Q4 		$50K Buy
1,021
+25
+3% +$1.17K 0.01% 963
2016
Q3 		$44K Buy
996
+46
+5% +$2.02K 0.01% 1007
2016
Q2 		$40K Sell
950
-500
-34% -$21.8K 0.01% 723
2016
Q1 		$62K Sell
1,450
-189
-12% -$7.29K 0.02% 554
2015
Q4 		$64K Buy
1,639
+1,153
+237% +$46.7K 0.02% 554
2015
Q3 		$19K Buy
486
+286
+143% +$11.4K 0.01% 971
2015
Q2 		$8K Hold
200
– – ﹤0.01% 1346
2015
Q1 		$8K Sell
200
-290
-59% -$12.5K ﹤0.01% 1343
2014
Q4 		$23K Sell
490
-430
-47% -$20.7K 0.01% 925
2014
Q3 		$45K Buy
920
+874
+1,900% +$45.4K 0.01% 997
2014
Q2 		$2K Buy
+46
New +$2.23K ﹤0.01% 1085

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Next Financial Group's TD Position: Q4 2021 in Review

Next Financial Group increased its Toronto Dominion Bank (TD) stake by 9.6% in Q4 2021, buying an estimated $5.18K and bringing the position to 809 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Next Financial Group first reported a position in TD in Q2 2014 and has held it in 28 quarters since. The position peaked at $578K in Q1 2018. 726 funds tracked by Wall St. Rank hold TD as of Q4 2021.

  • Next Financial Group held 809 shares of Toronto Dominion Bank worth $62K as of Q4 2021.
  • Next Financial Group bought 71 Toronto Dominion Bank shares in Q4 2021, an estimated $5.18K.
  • Toronto Dominion Bank made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1386 holding.
  • Next Financial Group first reported a position in Toronto Dominion Bank in Q2 2014 and has held it in 28 quarters since.
  • Next Financial Group's Toronto Dominion Bank position peaked at $578K in Q1 2018.
  • 726 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.