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

Avior 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	-421	Closed	-$16K	–	1126
2020 Q3	$16K	Buy	421 +121	+40%	+$4.55K	﹤0.01%	635
2020 Q2	$10K	Buy	+300	New	+$11.3K	﹤0.01%	671
2020 Q1	–	Sell	-100	Closed	-$4K	–	932
2019 Q4	$4K	Buy	+100	New	+$4.33K	﹤0.01%	683
2018 Q1	–	Sell	-213	Closed	-$11K	–	839
2017 Q4	$11K	Buy	+213	New	+$10.6K	﹤0.01%	589
2017 Q2	–	Sell	-35	Closed	-$1K	–	507
2017 Q1	$1K	Hold	35	–	–	﹤0.01%	477
2016 Q4	$2K	Buy	+35	New	+$1.36K	﹤0.01%	467

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

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

Avior Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 421 shares — an estimated $16K sold.

Avior Wealth Management first reported a position in AMTD in Q4 2016 and held it in 6 quarters. The position peaked at $16K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Avior Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Avior Wealth Management sold 421 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $16K.
Avior Wealth Management first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 6 quarters.
Avior Wealth Management's TD Ameritrade Holding Corp position peaked at $16K in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

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