Truist Financial’s TD Ameritrade Holding Corp AMTD Stock Holding History

Truist Financial’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	-9,270	Closed	-$362K	–	2681
2020 Q3	$362K	Buy	9,270 +2,676	+41%	+$101K	﹤0.01%	1909
2020 Q2	$240K	Sell	6,594 -11	-0.2%	-$414	﹤0.01%	2093
2020 Q1	$230K	Sell	6,605 -1,778	-21%	-$77.4K	﹤0.01%	2035
2019 Q4	$416K	Buy	+8,383	New	+$363K	﹤0.01%	1978

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

Truist Financial's AMTD Position: Q4 2020 in Review

Truist Financial sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 9,270 shares — an estimated $362K sold.

Truist Financial first reported a position in AMTD in Q4 2019 and held it in 4 quarters. The position peaked at $416K in Q4 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Truist Financial reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Truist Financial sold 9,270 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $362K.
Truist Financial first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 4 quarters.
Truist Financial's TD Ameritrade Holding Corp position peaked at $416K in Q4 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Truist Financial's 13F filing for Q4 2020, filed 18 Feb 2021.