Bedel Financial Consulting’s TD Ameritrade Holding Corp AMTD Stock Holding History

Bedel Financial Consulting’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	-27	Closed	-$1K	–	900
2020 Q3	$1K	Sell	27 -3	-10%	-$113	﹤0.01%	805
2020 Q2	$1K	Buy	30 +3	+11%	+$113	﹤0.01%	773
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	790
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	756
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	741
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	711
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	696
2018 Q4	$1K	Sell	27 -65	-71%	-$3.31K	﹤0.01%	671
2018 Q3	$4K	Hold	92	–	–	﹤0.01%	581
2018 Q2	$5K	Hold	92	–	–	﹤0.01%	561
2018 Q1	$5K	Buy	+92	New	+$5.22K	﹤0.01%	556

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

Bedel Financial Consulting's AMTD Position: Q4 2020 in Review

Bedel Financial Consulting sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 27 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in AMTD in Q1 2018 and held it in 11 quarters. The position peaked at $5K in Q2 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Bedel Financial Consulting reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Bedel Financial Consulting sold 27 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $1K.
Bedel Financial Consulting first reported a position in TD Ameritrade Holding Corp in Q1 2018 and held it in 11 quarters.
Bedel Financial Consulting's TD Ameritrade Holding Corp position peaked at $5K in Q2 2018.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Bedel Financial Consulting's 13F filing for Q4 2020, filed 2 Feb 2021.