RMR Wealth Builders’s Toronto Dominion Bank TD Stock Holding History

RMR Wealth Builders’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 Q3	–	Sell	-3,302	Closed	-$217K	–	211
2022 Q2	$217K	Buy	3,302 +1	+0%	+$73	0.05%	179
2022 Q1	$262K	Buy	+3,301	New	+$266K	0.06%	172
2021 Q2	–	Sell	-1,031	Closed	-$67K	–	649
2021 Q1	$67K	Buy	1,031 +506	+96%	+$30.9K	0.02%	324
2020 Q4	$30K	Buy	+525	New	+$26.6K	0.01%	311
2020 Q3	–	Sell	-447	Closed	-$20K	–	441
2020 Q2	$20K	Buy	+447	New	+$19K	0.02%	310
2019 Q4	$25K	Buy	+447	New	+$25.3K	0.02%	297

Other funds holding TD

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $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

Fidelity International

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

Mackenzie Financial

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

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