PWM
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PRW Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-5
Closed – – 766
2019
Q1 		$0 Hold
5
– – ﹤0.01% 835
2018
Q4 		$0 Buy
+5
New +$255 ﹤0.01% 794

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PRW Wealth Management's AMTD Position: Q2 2019 in Review

PRW Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2019, closing a stake of 5 shares.

PRW Wealth Management first reported a position in AMTD in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 398 funds tracked by Wall St. Rank hold AMTD as of Q2 2019.

  • PRW Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 5 TD Ameritrade Holding Corp shares in Q2 2019.
  • PRW Wealth Management first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's TD Ameritrade Holding Corp position peaked at $0 in Q1 2019.
  • 398 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.