LPL Financial’s TD Ameritrade Holding Corp AMTD Stock Holding History

LPL Financial’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	-11,137	Closed	-$436K	–	3929
2020 Q3	$436K	Buy	11,137 +3,903	+54%	+$147K	﹤0.01%	2587
2020 Q2	$263K	Buy	+7,234	New	+$272K	﹤0.01%	2932
2019 Q4	–	Sell	-5,030	Closed	-$235K	–	3462
2019 Q3	$235K	Buy	+5,030	New	+$241K	﹤0.01%	2874
2014 Q3	–	Sell	-19,688	Closed	-$617K	–	2807
2014 Q2	$617K	Buy	19,688 +1,244	+7%	+$38.6K	﹤0.01%	1656
2014 Q1	$626K	Buy	+18,444	New	+$603K	﹤0.01%	1573

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

LPL Financial's AMTD Position: Q4 2020 in Review

LPL Financial sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 11,137 shares — an estimated $436K sold.

LPL Financial first reported a position in AMTD in Q1 2014 and held it in 5 quarters. The position peaked at $626K in Q1 2014. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

LPL Financial reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
LPL Financial sold 11,137 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $436K.
LPL Financial first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 5 quarters.
LPL Financial's TD Ameritrade Holding Corp position peaked at $626K in Q1 2014.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on LPL Financial's 13F filing for Q4 2020, filed 12 Feb 2021.