Beacon Investment Advisory Services’s TD Ameritrade Holding Corp AMTD Stock Holding History

Beacon Investment Advisory Services’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 Q1	–	Sell	-80,584	Closed	-$4M	–	260
2019 Q4	$4M	Sell	80,584 -8,192	-9%	-$355K	0.21%	97
2019 Q3	$4.15M	Sell	88,776 -63,361	-42%	-$3.04M	0.41%	64
2019 Q2	$7.59M	Buy	152,137 +181	+0.1%	+$9.38K	0.8%	36
2019 Q1	$7.6M	Buy	151,956 +5,581	+4%	+$302K	0.81%	39
2018 Q4	$7.17M	Buy	146,375 +389	+0.3%	+$19.8K	0.79%	42
2018 Q3	$7.71M	Sell	145,986 -2,900	-2%	-$165K	0.75%	42
2018 Q2	$8.15M	Buy	148,886 +1,668	+1%	+$99.4K	0.82%	37
2018 Q1	$8.72M	Buy	147,218 +4,414	+3%	+$250K	0.9%	29
2017 Q4	$7.3M	Buy	142,804 +22,748	+19%	+$1.14M	0.77%	42
2017 Q3	$5.86M	Buy	+120,056	New	+$5.38M	0.5%	61

Other funds holding AMTD

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Investment Advisory Services's AMTD Position: Q1 2020 in Review

Beacon Investment Advisory Services sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 80,584 shares — an estimated $4M sold.

Beacon Investment Advisory Services first reported a position in AMTD in Q3 2017 and held it in 10 quarters. The position peaked at $8.72M in Q1 2018. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

Beacon Investment Advisory Services reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
Beacon Investment Advisory Services sold 80,584 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $4M.
Beacon Investment Advisory Services first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 10 quarters.
Beacon Investment Advisory Services's TD Ameritrade Holding Corp position peaked at $8.72M in Q1 2018.
366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2020, filed 5 May 2020.