Center for Financial Planning’s TD Ameritrade Holding Corp AMTD Stock Holding History

Center for Financial Planning’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	-75	Closed	-$3K	–	500
2020 Q3	$3K	Hold	75	–	–	﹤0.01%	401
2020 Q2	$3K	Hold	75	–	–	﹤0.01%	405
2020 Q1	$3K	Hold	75	–	–	﹤0.01%	478
2019 Q4	$4K	Buy	+75	New	+$3.25K	﹤0.01%	395

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

Center for Financial Planning's AMTD Position: Q4 2020 in Review

Center for Financial Planning sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 75 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in AMTD in Q4 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Center for Financial Planning reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Center for Financial Planning sold 75 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $3K.
Center for Financial Planning first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 4 quarters.
Center for Financial Planning's TD Ameritrade Holding Corp position peaked at $4K in Q4 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Center for Financial Planning's 13F filing for Q4 2020, filed 9 Feb 2021.