PA
AMTD

Parallel Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Parallel 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
-1,190
Closed -$47K – 2826
2020
Q3 		$47K Sell
1,190
-262
-18% -$9.86K ﹤0.01% 1092
2020
Q2 		$52K Sell
1,452
-19
-1% -$715 ﹤0.01% 1034
2020
Q1 		$50K Buy
1,471
+872
+146% +$38K ﹤0.01% 947
2019
Q4 		$30K Buy
599
+84
+16% +$3.64K ﹤0.01% 1235
2019
Q3 		$24K Buy
515
+77
+18% +$3.69K ﹤0.01% 1290
2019
Q2 		$22K Sell
438
-161
-27% -$8.35K ﹤0.01% 1251
2019
Q1 		$30K Sell
599
-225
-27% -$12.2K ﹤0.01% 1064
2018
Q4 		$40K Buy
824
+225
+38% +$11.5K 0.01% 838
2018
Q3 		$32K Hold
599
– – ﹤0.01% 977
2018
Q2 		$32K Sell
599
-40
-6% -$2.38K ﹤0.01% 890
2018
Q1 		$38K Hold
639
– – 0.01% 802
2017
Q4 		$33K Hold
639
– – 0.01% 845
2017
Q3 		$32K Hold
639
– – 0.01% 830
2017
Q2 		$29K Sell
639
-35
-5% -$1.36K 0.01% 875
2017
Q1 		$27K Buy
674
+35
+5% +$1.49K 0.01% 858
2016
Q4 		$28K Buy
+639
New +$24.8K 0.01% 757

Other funds holding AMTD

Toronto Dominion Bank
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

Parallel Advisors's AMTD Position: Q4 2020 in Review

Parallel Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 1,190 shares — an estimated $47K sold.

Parallel Advisors first reported a position in AMTD in Q4 2016 and held it in 16 quarters. The position peaked at $52K in Q2 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Parallel Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Parallel Advisors sold 1,190 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $47K.
  • Parallel Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 16 quarters.
  • Parallel Advisors's TD Ameritrade Holding Corp position peaked at $52K in Q2 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Parallel Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.