AWM
AMTD

AE Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

AE Wealth Management’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
-7,589
Closed -$297K – 1470
2020
Q3 		$297K Buy
+7,589
New +$286K ﹤0.01% 1045

Other funds holding AMTD

Toronto Dominion Bank
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

AE Wealth Management's AMTD Position: Q4 2020 in Review

AE Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 7,589 shares — an estimated $297K sold.

AE Wealth Management first reported a position in AMTD in Q3 2020 and held it in 1 quarter. The position peaked at $297K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • AE Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • AE Wealth Management sold 7,589 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $297K.
  • AE Wealth Management first reported a position in TD Ameritrade Holding Corp in Q3 2020 and held it in 1 quarter.
  • AE Wealth Management's TD Ameritrade Holding Corp position peaked at $297K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on AE Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.