Osaic Holdings’s TD Ameritrade Holding Corp AMTD Stock Holding History

Osaic Holdings’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	-7,067	Closed	-$278K	–	6792
2020 Q3	$278K	Sell	7,067 -43	-0.6%	-$1.62K	﹤0.01%	2956
2020 Q2	$258K	Buy	7,110 +103	+1%	+$3.88K	﹤0.01%	2910
2020 Q1	$243K	Buy	+7,007	New	+$305K	﹤0.01%	2719

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

Osaic Holdings's AMTD Position: Q4 2020 in Review

Osaic Holdings sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 7,067 shares — an estimated $278K sold.

Osaic Holdings first reported a position in AMTD in Q1 2020 and held it in 3 quarters. The position peaked at $278K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Osaic Holdings reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Osaic Holdings sold 7,067 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $278K.
Osaic Holdings first reported a position in TD Ameritrade Holding Corp in Q1 2020 and held it in 3 quarters.
Osaic Holdings's TD Ameritrade Holding Corp position peaked at $278K in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Osaic Holdings's 13F filing for Q4 2020, filed 10 Feb 2021.