FLI
AMTD

Family Legacy Inc’s TD Ameritrade Holding Corp AMTD Stock Holding History

Family Legacy 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
Q1 		– Sell
-5,072
Closed -$255K – 120
2019
Q4 		$255K Sell
5,072
-90
-2% -$3.9K 0.15% 110
2019
Q3 		$207K Sell
5,162
-16
-0.3% -$766 0.13% 111
2019
Q2 		$258K Hold
5,178
– – 0.2% 101
2019
Q1 		$272K Hold
5,178
– – 0.22% 96
2018
Q4 		$254K Buy
5,178
+180
+4% +$9.16K 0.23% 92
2018
Q3 		$264K Buy
+4,998
New +$284K 0.22% 96

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Family Legacy Inc's AMTD Position: Q1 2020 in Review

Family Legacy Inc sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 5,072 shares — an estimated $255K sold.

Family Legacy Inc first reported a position in AMTD in Q3 2018 and held it in 6 quarters. The position peaked at $272K in Q1 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Family Legacy Inc reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Family Legacy Inc sold 5,072 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $255K.
  • Family Legacy Inc first reported a position in TD Ameritrade Holding Corp in Q3 2018 and held it in 6 quarters.
  • Family Legacy Inc's TD Ameritrade Holding Corp position peaked at $272K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Family Legacy Inc's 13F filing for Q1 2020, filed 12 May 2020.