Evoke Wealth’s TD Ameritrade Holding Corp AMTD Stock Holding History

Evoke Wealth’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	-99	Closed	-$4K	–	1099
2020 Q3	$4K	Hold	99	–	–	﹤0.01%	751
2020 Q2	$4K	Hold	99	–	–	﹤0.01%	762
2020 Q1	$3.43K	Hold	99	–	–	﹤0.01%	695
2019 Q4	$4.92K	Hold	99	–	–	﹤0.01%	915
2019 Q3	$4.62K	Buy	+99	New	+$4.74K	﹤0.01%	1023

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

Evoke Wealth's AMTD Position: Q4 2020 in Review

Evoke Wealth sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 99 shares — an estimated $4K sold.

Evoke Wealth first reported a position in AMTD in Q3 2019 and held it in 5 quarters. The position peaked at $4.92K in Q4 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Evoke Wealth reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Evoke Wealth sold 99 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $4K.
Evoke Wealth first reported a position in TD Ameritrade Holding Corp in Q3 2019 and held it in 5 quarters.
Evoke Wealth's TD Ameritrade Holding Corp position peaked at $4.92K in Q4 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.