LWM
AMTD

Liberty Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Liberty Wealth Management’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
-55
Closed -$3K – 1023
2019
Q4 		$3K Buy
+55
New +$2.38K ﹤0.01% 752
2019
Q2 		– Sell
-670
Closed -$33K – 963
2019
Q1 		$33K Buy
+670
New +$36.3K 0.02% 272

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Liberty Wealth Management's AMTD Position: Q1 2020 in Review

Liberty Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 55 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in AMTD in Q1 2019 and held it in 2 quarters. The position peaked at $33K in Q1 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Liberty Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 55 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 2 quarters.
  • Liberty Wealth Management's TD Ameritrade Holding Corp position peaked at $33K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.