Advisory Services Network’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,065
| Closed | -$42K | – | 3943 |
|
|
2020
Q3 | $42K | Buy |
+1,065
| New | +$40.1K | ﹤0.01% | 1686 |
|
|
2020
Q2 | – | Sell |
-456
| Closed | -$17K | – | 3088 |
|
|
2020
Q1 | $17K | Sell |
456
-340
| -43% | -$14.8K | ﹤0.01% | 1972 |
|
|
2019
Q4 | $39K | Sell |
796
-50
| -6% | -$2.17K | ﹤0.01% | 1636 |
|
|
2019
Q3 | $43K | Hold |
846
| – | – | ﹤0.01% | 1443 |
|
|
2019
Q2 | $43K | Buy |
846
+168
| +25% | +$8.71K | ﹤0.01% | 1441 |
|
|
2019
Q1 | $34K | Sell |
678
-76
| -10% | -$4.12K | ﹤0.01% | 1392 |
|
|
2018
Q4 | $36K | Hold |
754
| – | – | ﹤0.01% | 1273 |
|
|
2018
Q3 | $40K | Hold |
754
| – | – | ﹤0.01% | 1320 |
|
|
2018
Q2 | $46K | Buy |
754
+67
| +10% | +$3.99K | ﹤0.01% | 1247 |
|
|
2018
Q1 | $41K | Sell |
687
-19
| -3% | -$1.08K | ﹤0.01% | 1400 |
|
|
2017
Q4 | $36K | Buy |
706
+565
| +401% | +$28.2K | ﹤0.01% | 1420 |
|
|
2017
Q3 | $7K | Sell |
141
-121
| -46% | -$5.43K | ﹤0.01% | 1768 |
|
|
2017
Q2 | $11K | Sell |
262
-19
| -7% | -$738 | ﹤0.01% | 1537 |
|
|
2017
Q1 | $11K | Buy |
+281
| New | +$12K | ﹤0.01% | 1448 |
|
|
2016
Q3 | $38K | Buy |
1,066
+197
| +23% | +$6.14K | 0.01% | 950 |
|
|
2016
Q2 | $25K | Buy |
869
+100
| +13% | +$3.04K | 0.01% | 974 |
|
|
2016
Q1 | $24K | Buy |
769
+340
| +79% | +$10K | 0.01% | 874 |
|
|
2015
Q4 | $15K | Buy |
429
+41
| +11% | +$1.42K | ﹤0.01% | 856 |
|
|
2015
Q3 | $12K | Sell |
388
-313
| -45% | -$11K | ﹤0.01% | 885 |
|
|
2015
Q2 | $26K | Buy |
+701
| New | +$26K | 0.01% | 663 |
|
Other funds holding AMTD
Advisory Services Network's AMTD Position: Q4 2020 in Review
Advisory Services Network sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 1,065 shares — an estimated $42K sold.
Advisory Services Network first reported a position in AMTD in Q2 2015 and held it in 20 quarters. The position peaked at $46K in Q2 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.
- Advisory Services Network reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
- Advisory Services Network sold 1,065 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $42K.
- Advisory Services Network first reported a position in TD Ameritrade Holding Corp in Q2 2015 and held it in 20 quarters.
- Advisory Services Network's TD Ameritrade Holding Corp position peaked at $46K in Q2 2018.
- 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.
Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.