TD Ameritrade Investment Management’s Portland General Electric POR Stock Holding History

TD Ameritrade Investment Management’s Portfolio POR Stock Details POR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-177	Closed	-$6K	–	690
2021 Q3	$6K	Buy	+177	New	+$8.71K	﹤0.01%	510
2020 Q4	–	Sell	-177	Closed	-$6K	–	655
2020 Q3	$6K	Hold	177	–	–	﹤0.01%	510
2020 Q2	$7K	Sell	177 -8	-4%	-$366	﹤0.01%	470
2020 Q1	$9K	Buy	185 +39	+27%	+$2.19K	﹤0.01%	427
2019 Q4	$8K	Buy	+146	New	+$8.16K	﹤0.01%	492

Other funds holding POR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

TD Ameritrade Investment Management's POR Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of Portland General Electric (POR) in Q4 2021, closing a stake of 177 shares — an estimated $6K sold.

TD Ameritrade Investment Management first reported a position in POR in Q4 2019 and held it in 5 quarters. The position peaked at $9K in Q1 2020. 325 funds tracked by Wall St. Rank hold POR as of Q4 2021.

TD Ameritrade Investment Management reported no remaining Portland General Electric position as of Q4 2021 after selling out during the quarter.
TD Ameritrade Investment Management sold 177 Portland General Electric shares in Q4 2021, an estimated $6K.
TD Ameritrade Investment Management first reported a position in Portland General Electric in Q4 2019 and held it in 5 quarters.
TD Ameritrade Investment Management's Portland General Electric position peaked at $9K in Q1 2020.
325 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.