Carolinas Wealth Consulting’s TD Ameritrade Holding Corp AMTD Stock Holding History

Carolinas Wealth 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	-7	Closed	–	–	1080
2020 Q3	$0	Buy	+7	New	+$263	﹤0.01%	1025

Other funds holding AMTD

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

Carolinas Wealth Consulting's AMTD Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 7 shares.

Carolinas Wealth Consulting first reported a position in AMTD in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Carolinas Wealth Consulting reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Carolinas Wealth Consulting sold 7 TD Ameritrade Holding Corp shares in Q4 2020.
Carolinas Wealth Consulting first reported a position in TD Ameritrade Holding Corp in Q3 2020 and held it in 1 quarter.
Carolinas Wealth Consulting's TD Ameritrade Holding Corp position peaked at $0 in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.