GWS
AMTD

Glassman Wealth Services’s TD Ameritrade Holding Corp AMTD Stock Holding History

Glassman Wealth Services’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
-8
Closed – – 1598
2020
Q3 		$0 Hold
8
– – ﹤0.01% 1571
2020
Q2 		$0 Hold
8
– – ﹤0.01% 1655
2020
Q1 		$0 Sell
8
-9
-53% -$392 ﹤0.01% 1740
2019
Q4 		$1K Buy
17
+12
+240% +$520 ﹤0.01% 1125
2019
Q3 		$0 Buy
5
+1
+25% +$48 ﹤0.01% 1525
2019
Q2 		$0 Hold
4
– – ﹤0.01% 1510
2019
Q1 		$0 Buy
+4
New +$217 ﹤0.01% 1269
2017
Q1 		– Sell
-300
Closed -$13K – 734
2016
Q4 		$13K Hold
300
– – 0.01% 332
2016
Q3 		$11K Hold
300
– – 0.01% 292
2016
Q2 		$9K Hold
300
– – 0.01% 348
2016
Q1 		$9K Hold
300
– – 0.01% 331
2015
Q4 		$10K Hold
300
– – 0.01% 318
2015
Q3 		$10K Hold
300
– – 0.01% 309
2015
Q2 		$11K Hold
300
– – 0.01% 314
2015
Q1 		$11K Hold
300
– – 0.01% 322
2014
Q4 		$11K Buy
+300
New +$10.2K 0.01% 359

Other funds holding AMTD

Toronto Dominion Bank
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

Glassman Wealth Services's AMTD Position: Q4 2020 in Review

Glassman Wealth Services sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 8 shares.

Glassman Wealth Services first reported a position in AMTD in Q4 2014 and held it in 16 quarters. The position peaked at $13K in Q4 2016. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Glassman Wealth Services reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 8 TD Ameritrade Holding Corp shares in Q4 2020.
  • Glassman Wealth Services first reported a position in TD Ameritrade Holding Corp in Q4 2014 and held it in 16 quarters.
  • Glassman Wealth Services's TD Ameritrade Holding Corp position peaked at $13K in Q4 2016.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Glassman Wealth Services's 13F filing for Q4 2020, filed 4 Feb 2021.