CSat Investment Advisory’s TD Ameritrade Holding Corp AMTD Stock Holding History

CSat Investment Advisory’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	-1,515	Closed	-$59K	–	1079
2020 Q3	$59K	Buy	1,515 +140	+10%	+$5.27K	0.01%	651
2020 Q2	$50K	Sell	1,375 -1,170	-46%	-$44K	0.01%	681
2020 Q1	$88K	Buy	2,545 +320	+14%	+$13.9K	0.02%	374
2019 Q4	$111K	Sell	2,225 -26,808	-92%	-$1.16M	0.03%	342
2019 Q3	$1.36M	Buy	29,033 +27,372	+1,648%	+$1.31M	0.43%	43
2019 Q2	$83K	Buy	+1,661	New	+$86.1K	0.03%	333
2018 Q3	–	Sell	-8,845	Closed	-$484K	–	557
2018 Q2	$484K	Buy	+8,845	New	+$527K	0.26%	81

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

CSat Investment Advisory's AMTD Position: Q4 2020 in Review

CSat Investment Advisory sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 1,515 shares — an estimated $59K sold.

CSat Investment Advisory first reported a position in AMTD in Q2 2018 and held it in 7 quarters. The position peaked at $1.36M in Q3 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

CSat Investment Advisory reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 1,515 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $59K.
CSat Investment Advisory first reported a position in TD Ameritrade Holding Corp in Q2 2018 and held it in 7 quarters.
CSat Investment Advisory's TD Ameritrade Holding Corp position peaked at $1.36M in Q3 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.