LWAC
AMTD

Laurel Wealth Advisors (California)’s TD Ameritrade Holding Corp AMTD Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-5,000
Closed -$249K – 460
2019
Q4 		$249K Buy
+5,000
New +$217K 0.04% 393

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AMTD Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 5,000 shares — an estimated $249K sold.

Laurel Wealth Advisors (California) first reported a position in AMTD in Q4 2019 and held it in 1 quarter. The position peaked at $249K in Q4 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Laurel Wealth Advisors (California) reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 5,000 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $249K.
  • Laurel Wealth Advisors (California) first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s TD Ameritrade Holding Corp position peaked at $249K in Q4 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.