Insight 2811 Inc’s TD Ameritrade Holding Corp AMTD Stock Holding History

Insight 2811 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 Q4	–	Sell	-5,400	Closed	-$211K	–	85
2020 Q3	$211K	Sell	5,400 -14,510	-73%	-$546K	0.13%	58
2020 Q2	$744K	Buy	19,910 +13,810	+226%	+$520K	0.49%	21
2020 Q1	$211K	Buy	+6,100	New	+$266K	0.15%	53
2019 Q3	–	Sell	-14,600	Closed	-$734K	–	91
2019 Q2	$734K	Buy	+14,600	New	+$757K	0.53%	30

Other funds holding AMTD

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

Insight 2811 Inc's AMTD Position: Q4 2020 in Review

Insight 2811 Inc sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 5,400 shares — an estimated $211K sold.

Insight 2811 Inc first reported a position in AMTD in Q2 2019 and held it in 4 quarters. The position peaked at $744K in Q2 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Insight 2811 Inc reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Insight 2811 Inc sold 5,400 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $211K.
Insight 2811 Inc first reported a position in TD Ameritrade Holding Corp in Q2 2019 and held it in 4 quarters.
Insight 2811 Inc's TD Ameritrade Holding Corp position peaked at $744K in Q2 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Insight 2811 Inc's 13F filing for Q4 2020, filed 29 Jan 2021.