KPW
AMTD

Kore Private Wealth’s TD Ameritrade Holding Corp AMTD Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-64
Closed -$2K – 1212
2020
Q2 		$2K Hold
64
– – ﹤0.01% 1065
2020
Q1 		$2K Sell
64
-1
-2% -$44 ﹤0.01% 948
2019
Q4 		$3K Buy
+65
New +$2.82K ﹤0.01% 917
2019
Q2 		– Sell
-128
Closed -$6K – 862
2019
Q1 		$6K Hold
128
– – ﹤0.01% 755
2018
Q4 		$6K Buy
+128
New +$6.52K ﹤0.01% 661

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kore Private Wealth's AMTD Position: Q3 2020 in Review

Kore Private Wealth sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 64 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in AMTD in Q4 2018 and held it in 5 quarters. The position peaked at $6K in Q1 2019. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • Kore Private Wealth reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 64 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $2K.
  • Kore Private Wealth first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's TD Ameritrade Holding Corp position peaked at $6K in Q1 2019.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.