KFI
AMTD

Key Financial Inc’s TD Ameritrade Holding Corp AMTD Stock Holding History

Key Financial 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
Q2 		– Sell
-233
Closed -$8K – 719
2020
Q1 		$8K Buy
+233
New +$10.1K 0.01% 447

Other funds holding AMTD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Key Financial Inc's AMTD Position: Q2 2020 in Review

Key Financial Inc sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2020, closing a stake of 233 shares — an estimated $8K sold.

Key Financial Inc first reported a position in AMTD in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 376 funds tracked by Wall St. Rank hold AMTD as of Q2 2020.

  • Key Financial Inc reported no remaining TD Ameritrade Holding Corp position as of Q2 2020 after selling out during the quarter.
  • Key Financial Inc sold 233 TD Ameritrade Holding Corp shares in Q2 2020, an estimated $8K.
  • Key Financial Inc first reported a position in TD Ameritrade Holding Corp in Q1 2020 and held it in 1 quarter.
  • Key Financial Inc's TD Ameritrade Holding Corp position peaked at $8K in Q1 2020.
  • 376 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2020.

Based on Key Financial Inc's 13F filing for Q2 2020, filed 7 Aug 2020.