ACM
AMTD

AUA Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

AUA Capital 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
-31
Closed -$1K – 376
2020
Q3 		$1K Buy
+31
New +$1.17K ﹤0.01% 327

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

AUA Capital Management's AMTD Position: Q4 2020 in Review

AUA Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 31 shares — an estimated $1K sold.

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

  • AUA Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • AUA Capital Management sold 31 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $1K.
  • AUA Capital Management first reported a position in TD Ameritrade Holding Corp in Q3 2020 and held it in 1 quarter.
  • AUA Capital Management's TD Ameritrade Holding Corp position peaked at $1K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on AUA Capital Management's 13F filing for Q4 2020, filed 9 Feb 2021.