Wedgewood Partners’s Toronto Dominion Bank TD Stock Holding History

Wedgewood Partners’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 Q2	–	Sell	-2,750	Closed	-$218K	–	41
2022 Q1	$218K	Buy	+2,750	New	+$222K	0.03%	39
2020 Q3	–	Sell	-6,225	Closed	-$277K	–	38
2020 Q2	$277K	Hold	6,225	–	–	0.05%	36
2020 Q1	$263K	Buy	6,225 +500	+9%	+$25.6K	0.05%	38
2019 Q4	$321K	Sell	5,725 -275	-5%	-$15.6K	0.03%	38
2019 Q3	$349K	Sell	6,000 -275	-4%	-$15.6K	0.03%	37
2019 Q2	$366K	Hold	6,275	–	–	0.03%	36
2019 Q1	$340K	Hold	6,275	–	–	0.02%	33
2018 Q4	$311K	Buy	6,275 +575	+10%	+$31.5K	0.02%	34
2018 Q3	$346K	Buy	5,700 +275	+5%	+$16.4K	0.02%	34
2018 Q2	$313K	Buy	+5,425	New	+$310K	0.02%	31

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

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

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

Mackenzie Financial

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return