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AMTD

Atria Investments’s TD Ameritrade Holding Corp AMTD Stock Holding History

Atria Investments’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
2019
Q2 		– Sell
-12,163
Closed -$608K – 1112
2019
Q1 		$608K Buy
+12,163
New +$659K 0.03% 483

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Atria Investments's AMTD Position: Q2 2019 in Review

Atria Investments sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 12,163 shares — an estimated $608K sold.

Atria Investments first reported a position in AMTD in Q1 2019 and held it in 1 quarter. The position peaked at $608K in Q1 2019. 397 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

  • Atria Investments reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
  • Atria Investments sold 12,163 TD Ameritrade Holding Corp shares in Q2 2019, an estimated $608K.
  • Atria Investments first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 1 quarter.
  • Atria Investments's TD Ameritrade Holding Corp position peaked at $608K in Q1 2019.
  • 397 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on Atria Investments's 13F filing for Q2 2019, filed 9 Aug 2019.