SFS
AMTD

Sowell Financial Services’s TD Ameritrade Holding Corp AMTD Stock Holding History

Sowell Financial Services’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
-3,141
Closed -$123K – 2954
2020
Q3 		$123K Buy
3,141
+2,142
+214% +$80.6K 0.01% 904
2020
Q2 		$36K Sell
999
-188
-16% -$7.08K ﹤0.01% 1278
2020
Q1 		$41K Sell
1,187
-216
-15% -$9.41K ﹤0.01% 1122
2019
Q4 		$70K Sell
1,403
-773
-36% -$33.5K 0.01% 1031
2019
Q3 		$102K Buy
+2,176
New +$104K 0.01% 828

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Sowell Financial Services's AMTD Position: Q4 2020 in Review

Sowell Financial Services sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 3,141 shares — an estimated $123K sold.

Sowell Financial Services first reported a position in AMTD in Q3 2019 and held it in 5 quarters. The position peaked at $123K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Sowell Financial Services reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 3,141 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $123K.
  • Sowell Financial Services first reported a position in TD Ameritrade Holding Corp in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's TD Ameritrade Holding Corp position peaked at $123K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.