TCI Wealth Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

TCI Wealth Advisors’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	-190	Closed	-$7K	–	1743
2020 Q3	$7K	Hold	190	–	–	﹤0.01%	696
2020 Q2	$7K	Buy	190 +7	+4%	+$264	﹤0.01%	679
2020 Q1	$6K	Buy	183 +15	+9%	+$653	﹤0.01%	696
2019 Q4	$8K	Hold	168	–	–	﹤0.01%	770
2019 Q3	$8K	Hold	168	–	–	﹤0.01%	709
2019 Q2	$8K	Hold	168	–	–	﹤0.01%	685
2019 Q1	$8K	Hold	168	–	–	﹤0.01%	693
2018 Q4	$8K	Hold	168	–	–	﹤0.01%	689
2018 Q3	$9K	Hold	168	–	–	﹤0.01%	676
2018 Q2	$9K	Hold	168	–	–	﹤0.01%	666
2018 Q1	$10K	Hold	168	–	–	﹤0.01%	631
2017 Q4	$9K	Hold	168	–	–	﹤0.01%	664
2017 Q3	$8K	Hold	168	–	–	﹤0.01%	653
2017 Q2	$7K	Hold	168	–	–	﹤0.01%	688
2017 Q1	$7K	Hold	168	–	–	﹤0.01%	669
2016 Q4	$7K	Hold	168	–	–	﹤0.01%	719
2016 Q3	$6K	Hold	168	–	–	﹤0.01%	709
2016 Q2	$5K	Hold	168	–	–	﹤0.01%	738
2016 Q1	$5K	Hold	168	–	–	﹤0.01%	740
2015 Q4	$6K	Hold	168	–	–	﹤0.01%	695
2015 Q3	$5K	Hold	168	–	–	﹤0.01%	649
2015 Q2	$6K	Hold	168	–	–	﹤0.01%	624
2015 Q1	$6K	Hold	168	–	–	﹤0.01%	553
2014 Q4	$6K	Hold	168	–	–	﹤0.01%	539
2014 Q3	$6K	Hold	168	–	–	﹤0.01%	547
2014 Q2	$5K	Hold	168	–	–	﹤0.01%	610
2014 Q1	$6K	Hold	168	–	–	﹤0.01%	532
2013 Q4	$5K	Hold	168	–	–	﹤0.01%	571
2013 Q3	$4K	Hold	168	–	–	﹤0.01%	539
2013 Q2	$4K	Buy	+168	New	+$3.65K	﹤0.01%	507

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

TCI Wealth Advisors's AMTD Position: Q4 2020 in Review

TCI Wealth Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 190 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $10K in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

TCI Wealth Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
TCI Wealth Advisors sold 190 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $7K.
TCI Wealth Advisors first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
TCI Wealth Advisors's TD Ameritrade Holding Corp position peaked at $10K in Q1 2018.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on TCI Wealth Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.