AssetMark Inc’s TD Ameritrade Holding Corp AMTD Stock Holding History

AssetMark Inc’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 Q3	–	Sell	-37	Closed	-$1K	–	1439
2020 Q2	$1K	Sell	37 -4,480	-99%	-$169K	﹤0.01%	1237
2020 Q1	$157K	Sell	4,517 -100,742	-96%	-$4.39M	﹤0.01%	524
2019 Q4	$5.23M	Buy	105,259 +61,485	+140%	+$2.66M	0.04%	248
2019 Q3	$2.04M	Buy	43,774 +39,896	+1,029%	+$1.91M	0.02%	277
2019 Q2	$194K	Sell	3,878 -674	-15%	-$34.9K	﹤0.01%	469
2019 Q1	$228K	Sell	4,552 -235	-5%	-$12.7K	﹤0.01%	434
2018 Q4	$234K	Buy	+4,787	New	+$244K	﹤0.01%	415
2016 Q2	–	Sell	-10	Closed	–	–	1305
2016 Q1	$0	Sell	10 -93	-90%	-$2.74K	﹤0.01%	1486
2015 Q4	$4K	Buy	103 +96	+1,371%	+$3.33K	﹤0.01%	1022
2015 Q3	$0	Buy	+7	New	+$245	﹤0.01%	891

Other funds holding AMTD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AssetMark Inc's AMTD Position: Q3 2020 in Review

AssetMark Inc sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 37 shares — an estimated $1K sold.

AssetMark Inc first reported a position in AMTD in Q3 2015 and held it in 10 quarters. The position peaked at $5.23M in Q4 2019. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

AssetMark Inc reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
AssetMark Inc sold 37 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $1K.
AssetMark Inc first reported a position in TD Ameritrade Holding Corp in Q3 2015 and held it in 10 quarters.
AssetMark Inc's TD Ameritrade Holding Corp position peaked at $5.23M in Q4 2019.
340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on AssetMark Inc's 13F filing for Q3 2020, filed 13 Nov 2020.