Ellevest Inc’s TD Ameritrade Holding Corp AMTD Stock Holding History

Ellevest Inc’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	-350	Closed	-$14K	–	1446
2020 Q3	$14K	Sell	350 -105	-23%	-$3.95K	﹤0.01%	597
2020 Q2	$17K	Buy	455 +83	+22%	+$3.13K	﹤0.01%	518
2020 Q1	$13K	Buy	372 +271	+268%	+$11.8K	﹤0.01%	517
2019 Q4	$5K	Buy	+101	New	+$4.38K	﹤0.01%	608
2019 Q2	–	Sell	-121	Closed	-$6K	–	487
2019 Q1	$6K	Buy	+121	New	+$6.56K	﹤0.01%	230

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

Ellevest Inc's AMTD Position: Q4 2020 in Review

Ellevest Inc sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 350 shares — an estimated $14K sold.

Ellevest Inc first reported a position in AMTD in Q1 2019 and held it in 5 quarters. The position peaked at $17K in Q2 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Ellevest Inc reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Ellevest Inc sold 350 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $14K.
Ellevest Inc first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 5 quarters.
Ellevest Inc's TD Ameritrade Holding Corp position peaked at $17K in Q2 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.