Northwest & Ethical Investments’s TD Ameritrade Holding Corp AMTD Stock Holding History

Northwest & Ethical Investments’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	-13,779	Closed	-$539K	–	422
2020 Q3	$539K	Buy	13,779 +1,006	+8%	+$37.9K	0.02%	345
2020 Q2	$465K	Buy	12,773 +2,120	+20%	+$79.8K	0.02%	343
2020 Q1	$369K	Buy	10,653 +229	+2%	+$9.97K	0.02%	345
2019 Q4	$518K	Sell	10,424 -4,398	-30%	-$191K	0.02%	349
2019 Q3	$692K	Buy	14,822 +317	+2%	+$15.2K	0.03%	329
2019 Q2	$724K	Buy	14,505 +5,960	+70%	+$309K	0.04%	334
2019 Q1	$427K	Buy	8,545 +2,289	+37%	+$124K	0.02%	348
2018 Q4	$306K	Buy	+6,256	New	+$319K	0.02%	354

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

Northwest & Ethical Investments's AMTD Position: Q4 2020 in Review

Northwest & Ethical Investments sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 13,779 shares — an estimated $539K sold.

Northwest & Ethical Investments first reported a position in AMTD in Q4 2018 and held it in 8 quarters. The position peaked at $724K in Q2 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Northwest & Ethical Investments reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Northwest & Ethical Investments sold 13,779 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $539K.
Northwest & Ethical Investments first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 8 quarters.
Northwest & Ethical Investments's TD Ameritrade Holding Corp position peaked at $724K in Q2 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Northwest & Ethical Investments's 13F filing for Q4 2020, filed 8 Jul 2025.