NFG
AMTD icon

Next Financial Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Next Financial Group’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
-190
Closed -$7K – 2470
2020
Q3 		$7K Buy
+190
New +$7.15K ﹤0.01% 1763
2020
Q2 		– Sell
-60
Closed -$2K – 2122
2020
Q1 		$2K Sell
60
-5
-8% -$218 ﹤0.01% 1972
2019
Q4 		$3K Sell
65
-5
-7% -$217 ﹤0.01% 2128
2019
Q3 		$3K Hold
70
– – ﹤0.01% 2073
2019
Q2 		$3K Sell
70
-4,510
-98% -$234K ﹤0.01% 2072
2019
Q1 		$229K Buy
4,580
+4,495
+5,288% +$244K 0.06% 323
2018
Q4 		$4K Buy
+85
New +$4.33K ﹤0.01% 1641
2017
Q1 		– Sell
-139
Closed -$6K – 2406
2016
Q4 		$6K Hold
139
– – ﹤0.01% 1886
2016
Q3 		$5K Buy
+139
New +$4.33K ﹤0.01% 1955
2014
Q4 		– Sell
-64
Closed -$2K – 2464
2014
Q3 		$2K Buy
+64
New +$2.07K ﹤0.01% 2357

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Next Financial Group's AMTD Position: Q4 2020 in Review

Next Financial Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 190 shares — an estimated $7K sold.

Next Financial Group first reported a position in AMTD in Q3 2014 and held it in 10 quarters. The position peaked at $229K in Q1 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Next Financial Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Next Financial Group sold 190 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $7K.
  • Next Financial Group first reported a position in TD Ameritrade Holding Corp in Q3 2014 and held it in 10 quarters.
  • Next Financial Group's TD Ameritrade Holding Corp position peaked at $229K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.