APA
AMTD

American Portfolios Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

American Portfolios Advisors’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
-447
Closed -$17.5K – 3148
2020
Q3 		$17.5K Buy
447
+179
+67% +$6.74K ﹤0.01% 1752
2020
Q2 		$9.75K Sell
268
-14
-5% -$527 ﹤0.01% 1932
2020
Q1 		$9.77K Buy
282
+41
+17% +$1.79K ﹤0.01% 1824
2019
Q4 		$12K Buy
241
+187
+346% +$8.1K ﹤0.01% 1924
2019
Q3 		$2.52K Buy
54
+20
+59% +$958 ﹤0.01% 2446
2019
Q2 		$1.7K Buy
+34
New +$1.76K ﹤0.01% 2510
2018
Q3 		– Sell
-200
Closed -$11K – 2513
2018
Q2 		$11K Sell
200
-10,527
-98% -$627K ﹤0.01% 1689
2018
Q1 		$635K Buy
10,727
+1,127
+12% +$63.9K 0.09% 211
2017
Q4 		$491K Buy
+9,600
New +$480K 0.08% 258

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

American Portfolios Advisors's AMTD Position: Q4 2020 in Review

American Portfolios Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 447 shares — an estimated $17.5K sold.

American Portfolios Advisors first reported a position in AMTD in Q4 2017 and held it in 9 quarters. The position peaked at $635K in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • American Portfolios Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • American Portfolios Advisors sold 447 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $17.5K.
  • American Portfolios Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 9 quarters.
  • American Portfolios Advisors's TD Ameritrade Holding Corp position peaked at $635K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on American Portfolios Advisors's 13F filing for Q4 2020, filed 22 Mar 2023.