TRUE Private Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-1,653	Closed	-$93K	–	645
2020 Q4	$93K	Hold	1,653	–	–	0.02%	281
2020 Q3	$76K	Hold	1,653	–	–	0.01%	282
2020 Q2	$73K	Sell	1,653 -4,616	-74%	-$196K	0.01%	284
2020 Q1	$265K	Sell	6,269 -636	-9%	-$32.6K	0.06%	135
2019 Q4	$387K	Buy	6,905 +777	+13%	+$44.1K	0.06%	150
2019 Q3	$357K	Sell	6,128 -2,552	-29%	-$145K	0.06%	144
2019 Q2	$506K	Buy	8,680 +2,548	+42%	+$143K	0.09%	119
2019 Q1	$333K	Sell	6,132 -147	-2%	-$8.13K	0.06%	141
2018 Q4	$312K	Buy	6,279 +1,184	+23%	+$64.8K	0.06%	182
2018 Q3	$310K	Sell	5,095 -255	-5%	-$15.2K	0.04%	213
2018 Q2	$309K	Buy	+5,350	New	+$306K	0.05%	203

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

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

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B 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 $57.1B AUM 35.3% 1-Year Est. Return