Tarbox Family Office’s TD Ameritrade Holding Corp AMTD Stock Holding History

Tarbox Family Office’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	-25	Closed	-$1K	–	1219
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	1133
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	1140
2020 Q1	$1K	Buy	+25	New	+$1.09K	﹤0.01%	1084

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

Tarbox Family Office's AMTD Position: Q4 2020 in Review

Tarbox Family Office sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 25 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in AMTD in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Tarbox Family Office reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Tarbox Family Office sold 25 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $1K.
Tarbox Family Office first reported a position in TD Ameritrade Holding Corp in Q1 2020 and held it in 3 quarters.
Tarbox Family Office's TD Ameritrade Holding Corp position peaked at $1K in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.