Simplicity Solutions’s TD Ameritrade Holding Corp AMTD Stock Holding History

Simplicity Solutions’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	-7,187	Closed	-$281K	–	1002
2020 Q3	$281K	Buy	+7,187	New	+$270K	0.01%	735

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

Simplicity Solutions's AMTD Position: Q4 2020 in Review

Simplicity Solutions sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 7,187 shares — an estimated $281K sold.

Simplicity Solutions first reported a position in AMTD in Q3 2020 and held it in 1 quarter. The position peaked at $281K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Simplicity Solutions reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 7,187 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $281K.
Simplicity Solutions first reported a position in TD Ameritrade Holding Corp in Q3 2020 and held it in 1 quarter.
Simplicity Solutions's TD Ameritrade Holding Corp position peaked at $281K in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.