HAG
AMTD

HighPoint Advisor Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

HighPoint Advisor 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
2021
Q3 		$207K Sell
3,122
-109
-3% -$7.23K 0.02% 510
2021
Q2 		$226K Buy
+3,231
New +$226K 0.02% 471
2019
Q4 		– Sell
-2,448
Closed -$141K – 491
2019
Q3 		$141K Buy
2,448
+192
+9% +$9.2K 0.03% 384
2019
Q2 		$132K Buy
+2,256
New +$117K 0.03% 386
2018
Q3 		– Sell
-13,365
Closed -$791K – 374
2018
Q2 		$791K Sell
13,365
-162
-1% -$9.65K 0.21% 123
2018
Q1 		$843K Sell
13,527
-599
-4% -$34K 0.23% 114
2017
Q4 		$782K Sell
14,126
-179
-1% -$8.95K 0.22% 119
2017
Q3 		$713K Buy
+14,305
New +$641K 0.22% 125

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

HighPoint Advisor Group's AMTD Position: Q3 2021 in Review

HighPoint Advisor Group reduced its TD Ameritrade Holding Corp (AMTD) stake by 3.4% in Q3 2021, selling an estimated $7.23K and leaving 3,122 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #510.

HighPoint Advisor Group first reported a position in AMTD in Q3 2017 and has held it in 8 quarters since. The position peaked at $843K in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q3 2021.

  • HighPoint Advisor Group held 3,122 shares of TD Ameritrade Holding Corp worth $207K as of Q3 2021.
  • HighPoint Advisor Group sold 109 TD Ameritrade Holding Corp shares in Q3 2021, an estimated $7.23K.
  • TD Ameritrade Holding Corp made up 0.02% of HighPoint Advisor Group's portfolio in Q3 2021, its #510 holding.
  • HighPoint Advisor Group first reported a position in TD Ameritrade Holding Corp in Q3 2017 and has held it in 8 quarters since.
  • HighPoint Advisor Group's TD Ameritrade Holding Corp position peaked at $843K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2021.

Based on HighPoint Advisor Group's 13F filing for Q3 2021, filed 15 Nov 2021.