Sonora Investment Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Sonora Investment 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
2021 Q2	–	Sell	-1,000	Closed	-$65K	–	1123
2021 Q1	$65K	Hold	1,000	–	–	0.01%	508
2020 Q4	$56K	Buy	1,000 +700	+233%	+$28.4K	﹤0.01%	574
2020 Q3	$14K	Buy	+300	New	+$11.3K	﹤0.01%	1054
2020 Q1	–	Sell	-30	Closed	-$2K	–	1790
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	1601
2019 Q3	$2K	Buy	+30	New	+$1.44K	﹤0.01%	1583

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Sonora Investment Management's AMTD Position: Q2 2021 in Review

Sonora Investment Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2021, closing a stake of 1,000 shares — an estimated $65K sold.

Sonora Investment Management first reported a position in AMTD in Q3 2019 and held it in 5 quarters. The position peaked at $65K in Q1 2021. 2 funds tracked by Wall St. Rank hold AMTD as of Q2 2021.

Sonora Investment Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 1,000 TD Ameritrade Holding Corp shares in Q2 2021, an estimated $65K.
Sonora Investment Management first reported a position in TD Ameritrade Holding Corp in Q3 2019 and held it in 5 quarters.
Sonora Investment Management's TD Ameritrade Holding Corp position peaked at $65K in Q1 2021.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.