OPS
AMTD

Orion Portfolio Solutions’s TD Ameritrade Holding Corp AMTD Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-156
Closed -$6K – 2353
2020
Q2 		$6K Buy
156
+4
+3% +$151 ﹤0.01% 1436
2020
Q1 		$5K Sell
152
-324
-68% -$14.1K ﹤0.01% 1336
2019
Q4 		$24K Buy
+476
New +$20.6K ﹤0.01% 737

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Orion Portfolio Solutions's AMTD Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 156 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in AMTD in Q4 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 156 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's TD Ameritrade Holding Corp position peaked at $24K in Q4 2019.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.