Prestige Wealth Management Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Prestige Wealth Management Group’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	-42	Closed	-$2K	–	1076
2020 Q3	$2K	Hold	42	–	–	﹤0.01%	729
2020 Q2	$2K	Hold	42	–	–	﹤0.01%	725
2020 Q1	$1K	Buy	+42	New	+$1.83K	﹤0.01%	884
2019 Q1	–	Sell	-61	Closed	-$3K	–	1260
2018 Q4	$3K	Buy	+61	New	+$3.11K	﹤0.01%	778

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

Prestige Wealth Management Group's AMTD Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 42 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in AMTD in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q4 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Prestige Wealth Management Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Prestige Wealth Management Group sold 42 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $2K.
Prestige Wealth Management Group first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 4 quarters.
Prestige Wealth Management Group's TD Ameritrade Holding Corp position peaked at $3K in Q4 2018.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.