VWM
AMTD

Venturi Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Venturi Wealth Management’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
Q3 		– Sell
-13,537
Closed -$492K – 301
2020
Q2 		$492K Buy
13,537
+3,527
+35% +$133K 0.07% 190
2020
Q1 		$347K Buy
+10,010
New +$436K 0.06% 159

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Venturi Wealth Management's AMTD Position: Q3 2020 in Review

Venturi Wealth Management sold out of TD Ameritrade Holding Corp (AMTD) in Q3 2020, closing a stake of 13,537 shares — an estimated $492K sold.

Venturi Wealth Management first reported a position in AMTD in Q1 2020 and held it in 2 quarters. The position peaked at $492K in Q2 2020. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • Venturi Wealth Management reported no remaining TD Ameritrade Holding Corp position as of Q3 2020 after selling out during the quarter.
  • Venturi Wealth Management sold 13,537 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $492K.
  • Venturi Wealth Management first reported a position in TD Ameritrade Holding Corp in Q1 2020 and held it in 2 quarters.
  • Venturi Wealth Management's TD Ameritrade Holding Corp position peaked at $492K in Q2 2020.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Venturi Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.