Paces Ferry Wealth Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Paces Ferry Wealth Advisors’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	-20	Closed	-$1K	–	1295
2020 Q3	$1K	Buy	+20	New	+$753	﹤0.01%	1064

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

Paces Ferry Wealth Advisors's AMTD Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in AMTD in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 20 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in TD Ameritrade Holding Corp in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's TD Ameritrade Holding Corp position peaked at $1K in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.