Matthew Hamilton Rosenberg’s TD Ameritrade Holding Corp AMTD Stock Holding History

Matthew Hamilton Rosenberg’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	-3,855	Closed	-$151K	–	547
2020 Q3	$151K	Buy	3,855 +1	+0%	+$38	0.11%	120
2020 Q2	$140K	Sell	3,854 -825	-18%	-$31.1K	0.11%	122
2020 Q1	$163K	Buy	+4,679	New	+$204K	0.16%	68

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

Matthew Hamilton Rosenberg's AMTD Position: Q4 2020 in Review

Matthew Hamilton Rosenberg sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 3,855 shares — an estimated $151K sold.

Matthew Hamilton Rosenberg first reported a position in AMTD in Q1 2020 and held it in 3 quarters. The position peaked at $163K in Q1 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Matthew Hamilton Rosenberg reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 3,855 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $151K.
Matthew Hamilton Rosenberg first reported a position in TD Ameritrade Holding Corp in Q1 2020 and held it in 3 quarters.
Matthew Hamilton Rosenberg's TD Ameritrade Holding Corp position peaked at $163K in Q1 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2020, filed 3 Feb 2021.