PAG
AMTD

Private Advisor Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Private Advisor 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
Q3 		– Sell
-406
Closed -$15K – 3890
2020
Q2 		$15K Buy
+406
New +$15.3K ﹤0.01% 2742
2014
Q2 		– Sell
-17,636
Closed -$599K – 972
2014
Q1 		$599K Buy
+17,636
New +$577K 0.06% 360

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

Private Advisor Group's AMTD Position: Q3 2020 in Review

Private Advisor Group sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 406 shares — an estimated $15K sold.

Private Advisor Group first reported a position in AMTD in Q1 2014 and held it in 2 quarters. The position peaked at $599K in Q1 2014. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • Private Advisor Group reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 406 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $15K.
  • Private Advisor Group first reported a position in TD Ameritrade Holding Corp in Q1 2014 and held it in 2 quarters.
  • Private Advisor Group's TD Ameritrade Holding Corp position peaked at $599K in Q1 2014.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.