SHWM
AMTD

Silicon Hills Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Silicon Hills 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
2020
Q1 		– Sell
-1
Closed -$4 – 315
2019
Q4 		$4 Buy
+1
New +$43 ﹤0.01% 264

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Vanguard Group
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BlackRock
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Silicon Hills Wealth Management's AMTD Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 1 share — an estimated $4 sold.

Silicon Hills Wealth Management first reported a position in AMTD in Q4 2019 and held it in 1 quarter. The position peaked at $4 in Q4 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 1 TD Ameritrade Holding Corp share in Q1 2020, an estimated $4.
  • Silicon Hills Wealth Management first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's TD Ameritrade Holding Corp position peaked at $4 in Q4 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.