CFA
AMTD

Carroll Financial Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History

Carroll Financial Associates’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
-3,592
Closed -$178K – 1774
2019
Q4 		$178K Buy
+3,592
New +$156K 0.01% 387

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Carroll Financial Associates's AMTD Position: Q1 2020 in Review

Carroll Financial Associates sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 3,592 shares — an estimated $178K sold.

Carroll Financial Associates first reported a position in AMTD in Q4 2019 and held it in 1 quarter. The position peaked at $178K in Q4 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Carroll Financial Associates reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 3,592 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $178K.
  • Carroll Financial Associates first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 1 quarter.
  • Carroll Financial Associates's TD Ameritrade Holding Corp position peaked at $178K in Q4 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Carroll Financial Associates's 13F filing for Q1 2020, filed 10 Apr 2020.