CX Institutional’s TD Ameritrade Holding Corp AMTD Stock Holding History

CX Institutional’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	-600	Closed	-$23K	–	931
2020 Q3	$23K	Buy	+600	New	+$22.6K	﹤0.01%	519

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

CX Institutional's AMTD Position: Q4 2020 in Review

CX Institutional sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 600 shares — an estimated $23K sold.

CX Institutional first reported a position in AMTD in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

CX Institutional reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
CX Institutional sold 600 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $23K.
CX Institutional first reported a position in TD Ameritrade Holding Corp in Q3 2020 and held it in 1 quarter.
CX Institutional's TD Ameritrade Holding Corp position peaked at $23K in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on CX Institutional's 13F filing for Q4 2020, filed 12 Jan 2021.