Frisch Financial Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Frisch Financial Group’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	-11,250	Closed	-$440K	–	143
2020 Q3	$440K	Buy	11,250 +91	+0.8%	+$3.42K	0.19%	59
2020 Q2	$406K	Sell	11,159 -1,636	-13%	-$61.6K	0.19%	56
2020 Q1	$443K	Buy	12,795 +77	+0.6%	+$3.35K	0.26%	55
2019 Q4	$632K	Sell	12,718 -950	-7%	-$41.2K	0.3%	49
2019 Q3	$638K	Buy	13,668 +9,199	+206%	+$441K	0.39%	42
2019 Q2	$223K	Sell	4,469 -230	-5%	-$11.9K	0.15%	90
2019 Q1	$235K	Sell	4,699 -4,686	-50%	-$254K	0.14%	92
2018 Q4	$459K	Buy	+9,385	New	+$478K	0.32%	56

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Frisch Financial Group's AMTD Position: Q4 2020 in Review

Frisch Financial Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 11,250 shares — an estimated $440K sold.

Frisch Financial Group first reported a position in AMTD in Q4 2018 and held it in 8 quarters. The position peaked at $638K in Q3 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Frisch Financial Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Frisch Financial Group sold 11,250 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $440K.
Frisch Financial Group first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 8 quarters.
Frisch Financial Group's TD Ameritrade Holding Corp position peaked at $638K in Q3 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Frisch Financial Group's 13F filing for Q4 2020, filed 26 Jan 2021.