ACG Wealth’s TD Ameritrade Holding Corp AMTD Stock Holding History

ACG Wealth’s Portfolio AMTD Stock Details AMTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-32,539	Closed	-$1.27M	–	334
2020 Q3	$1.27M	Buy	32,539 +3,533	+12%	+$133K	0.19%	100
2020 Q2	$1.05M	Buy	+29,006	New	+$1.09M	0.17%	115

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

ACG Wealth's AMTD Position: Q4 2020 in Review

ACG Wealth sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 32,539 shares — an estimated $1.27M sold.

ACG Wealth first reported a position in AMTD in Q2 2020 and held it in 2 quarters. The position peaked at $1.27M in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

ACG Wealth reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
ACG Wealth sold 32,539 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $1.27M.
ACG Wealth first reported a position in TD Ameritrade Holding Corp in Q2 2020 and held it in 2 quarters.
ACG Wealth's TD Ameritrade Holding Corp position peaked at $1.27M in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on ACG Wealth's 13F filing for Q4 2020, filed 2 Feb 2021.