SFSIG
AMTD

San Francisco Sentry Investment Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

San Francisco Sentry Investment 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
Q2 		– Sell
-36
Closed -$1K – 923
2020
Q1 		$1K Buy
+36
New +$1.57K ﹤0.01% 863
2019
Q3 		– Sell
-72
Closed -$4K – 947
2019
Q2 		$4K Hold
72
– – ﹤0.01% 671
2019
Q1 		$4K Hold
72
– – ﹤0.01% 690
2018
Q4 		$4K Buy
+72
New +$3.67K ﹤0.01% 683

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

San Francisco Sentry Investment Group's AMTD Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2020, closing a stake of 36 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in AMTD in Q4 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 376 funds tracked by Wall St. Rank hold AMTD as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining TD Ameritrade Holding Corp position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 36 TD Ameritrade Holding Corp shares in Q2 2020, an estimated $1K.
  • San Francisco Sentry Investment Group first reported a position in TD Ameritrade Holding Corp in Q4 2018 and held it in 4 quarters.
  • San Francisco Sentry Investment Group's TD Ameritrade Holding Corp position peaked at $4K in Q2 2019.
  • 376 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.