test

David Lambie

@Td Waterhouse Canada Inc.

Latest period2024 - Q3ReportedManaged Assets$12.318BTotal holdings1914
Assets growth rate-16.94%Assets growth rate (2-Q avg)-2.92%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Td Waterhouse Canada Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1914 positions.

Assets under management

The assets under management (AUM) of Td Waterhouse Canada Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 12.318B in assets, with a quarterly growth rate of -16.94% and a 2-quarter average growth rate of -2.92%. The portfolio is managed by David Lambie, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACAArcosa Inc
Recent Activity
Exited
0%
$545,170
4,906 shares@ $111.13 avg price
IGTInternational Game Technolog
Recent Activity
Exited
0%
$506,472
17,646 shares@ $28.71 avg price
BURBurford Cap Ltd
Recent Activity
Exited
0%
$403,275
19,000 shares@ $21.23 avg price
BEBloom Energy Corp
Recent Activity
Exited
0%
$346,245
21,700 shares@ $15.96 avg price
ERFEnerplus Corp
Recent Activity
Exited
0%
$339,622
12,540 shares@ $27.09 avg price
FWRGFirst Watch Restaurant Group
Recent Activity
Exited
0%
$309,909
10,000 shares@ $31.0 avg price
SUSBIshares Tr
Recent Activity
Exited
0%
$306,840
7,600 shares@ $40.38 avg price
SUSCIshares Tr
Recent Activity
Exited
0%
$306,823
8,146 shares@ $37.67 avg price
BAMRBrookfield Reins Ltd
Recent Activity
Exited
0%
$286,865
5,295 shares@ $54.18 avg price
PCORProcore Technologies Inc
Recent Activity
Exited
0%
$278,862
2,650 shares@ $105.24 avg price