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

TCI 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
2022 Q3	–	Sell	-85	Closed	-$6K	–	2576
2022 Q2	$6K	Buy	+85	New	+$6.17K	﹤0.01%	1402
2019 Q1	–	Sell	-68	Closed	-$3K	–	1550
2018 Q4	$3K	Sell	68 -17	-20%	-$931	﹤0.01%	922
2018 Q3	$5K	Sell	85 -36	-30%	-$2.14K	﹤0.01%	808
2018 Q2	$7K	Buy	121 +53	+78%	+$3.03K	﹤0.01%	712
2018 Q1	$4K	Buy	+68	New	+$3.98K	﹤0.01%	799
2017 Q1	–	Sell	-86	Closed	-$4K	–	1375
2016 Q4	$4K	Buy	86 +62	+258%	+$2.9K	﹤0.01%	849
2016 Q3	$1K	Buy	+24	New	+$1.05K	﹤0.01%	1218
2015 Q4	–	Sell	-415	Closed	-$16K	–	1078
2015 Q3	$16K	Buy	+415	New	+$16.5K	0.01%	433

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