SPIA
AMTD

Steward Partners Investment Advisory’s TD Ameritrade Holding Corp AMTD Stock Holding History

Steward Partners Investment Advisory’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
-2
Closed – – 3072
2020
Q3 		$0 Hold
2
– – ﹤0.01% 2913
2020
Q2 		$0 Hold
2
– – ﹤0.01% 2810
2020
Q1 		$0 Sell
2
-2
-50% -$87 ﹤0.01% 2806
2019
Q4 		$0 Sell
4
-700
-99% -$30.3K ﹤0.01% 2834
2019
Q3 		$32K Hold
704
– – ﹤0.01% 1555
2019
Q2 		$35K Buy
+704
New +$36.5K ﹤0.01% 1475
2019
Q1 		– Sell
-5,183
Closed -$253K – 845
2018
Q4 		$253K Buy
5,183
+4,583
+764% +$233K 0.01% 637
2018
Q3 		$32K Buy
+600
New +$34.1K ﹤0.01% 1369
2017
Q1 		– Sell
-147
Closed -$6K – 1600
2016
Q4 		$6K Buy
+147
New +$5.71K ﹤0.01% 643

Other funds holding AMTD

Toronto Dominion Bank
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

Steward Partners Investment Advisory's AMTD Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 2 shares.

Steward Partners Investment Advisory first reported a position in AMTD in Q4 2016 and held it in 9 quarters. The position peaked at $253K in Q4 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Steward Partners Investment Advisory reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2 TD Ameritrade Holding Corp shares in Q4 2020.
  • Steward Partners Investment Advisory first reported a position in TD Ameritrade Holding Corp in Q4 2016 and held it in 9 quarters.
  • Steward Partners Investment Advisory's TD Ameritrade Holding Corp position peaked at $253K in Q4 2018.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.