River Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

River Wealth 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
2023 Q4	–	Sell	-5,783	Closed	-$348K	–	216
2023 Q3	$348K	Sell	5,783 -8	-0.1%	-$499	0.06%	163
2023 Q2	$359K	Sell	5,791 -250	-4%	-$15K	0.06%	169
2023 Q1	$362K	Sell	6,041 -590	-9%	-$38.1K	0.07%	165
2022 Q4	$429K	Hold	6,631	–	–	0.08%	158
2022 Q3	$407K	Sell	6,631 -448	-6%	-$29K	0.09%	148
2022 Q2	$464K	Buy	7,079 +2,011	+40%	+$146K	0.09%	153
2022 Q1	$403K	Hold	5,068	–	–	0.06%	165
2021 Q4	$389K	Buy	5,068 +1,016	+25%	+$74.1K	0.06%	172
2021 Q3	$268K	Sell	4,052 -125	-3%	-$8.33K	0.05%	190
2021 Q2	$293K	Sell	4,177 -325	-7%	-$22.7K	0.05%	185
2021 Q1	$294K	Buy	4,502 +25	+0.6%	+$1.53K	0.06%	184
2020 Q4	$253K	Sell	4,477 -325	-7%	-$16.5K	0.05%	187
2020 Q3	$222K	Sell	4,802 -350	-7%	-$16.3K	0.06%	187
2020 Q2	$230K	Hold	5,152	–	–	0.07%	169
2020 Q1	$218K	Buy	+5,152	New	+$264K	0.09%	146
2019 Q1	–	Sell	-1,352	Closed	-$67K	–	456
2018 Q4	$67K	Sell	1,352 -219	-14%	-$12K	0.03%	219
2018 Q3	$96K	Hold	1,571	–	–	0.04%	211
2018 Q2	$91K	Buy	+1,571	New	+$89.9K	0.04%	213

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