IFP Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,463
| Closed | -$59.4K | – | 3197 |
|
|
2020
Q3 | $57K | Buy |
1,463
+53
| +4% | +$1.99K | ﹤0.01% | 1243 |
|
|
2020
Q2 | $51K | Buy |
1,410
+86
| +6% | +$3.24K | ﹤0.01% | 1215 |
|
|
2020
Q1 | $48K | Buy |
1,324
+186
| +16% | +$8.1K | ﹤0.01% | 1139 |
|
|
2019
Q4 | $57K | Buy |
1,138
+206
| +22% | +$8.93K | ﹤0.01% | 1201 |
|
|
2019
Q3 | $51K | Buy |
+932
| New | +$44.6K | ﹤0.01% | 1364 |
|
|
2019
Q1 | $8K | Sell |
157
-1,682
| -91% | -$91.1K | ﹤0.01% | 1731 |
|
|
2018
Q4 | $89K | Sell |
1,839
-368
| -17% | -$18.7K | 0.01% | 1264 |
|
|
2018
Q3 | $117K | Buy |
2,207
+1,586
| +255% | +$90.2K | ﹤0.01% | 1384 |
|
|
2018
Q2 | $34K | Buy |
621
+62
| +11% | +$3.69K | ﹤0.01% | 2152 |
|
|
2018
Q1 | $29K | Hold |
559
| – | – | ﹤0.01% | 2170 |
|
|
2017
Q4 | $29K | Buy |
559
+302
| +118% | +$15.1K | ﹤0.01% | 2196 |
|
|
2017
Q3 | $13K | Hold |
257
| – | – | ﹤0.01% | 2903 |
|
|
2017
Q2 | $11K | Hold |
257
| – | – | ﹤0.01% | 2983 |
|
|
2017
Q1 | $10K | Hold |
257
| – | – | ﹤0.01% | 2946 |
|
|
2016
Q4 | $11K | Buy |
257
+80
| +45% | +$3.1K | ﹤0.01% | 2871 |
|
|
2016
Q3 | $6K | Hold |
177
| – | – | ﹤0.01% | 3173 |
|
|
2016
Q2 | $5K | Buy |
177
+20
| +13% | +$609 | ﹤0.01% | 3188 |
|
|
2016
Q1 | $8K | Buy |
157
+21
| +15% | +$619 | ﹤0.01% | 1728 |
|
|
2015
Q4 | $5K | Buy |
+136
| New | +$4.72K | ﹤0.01% | 3008 |
|
Other funds holding AMTD
IFP Advisors's AMTD Position: Q4 2020 in Review
IFP Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 1,463 shares — an estimated $59.4K sold.
IFP Advisors first reported a position in AMTD in Q4 2015 and held it in 19 quarters. The position peaked at $117K in Q3 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.
- IFP Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
- IFP Advisors sold 1,463 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $59.4K.
- IFP Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2015 and held it in 19 quarters.
- IFP Advisors's TD Ameritrade Holding Corp position peaked at $117K in Q3 2018.
- 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.
Based on IFP Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.