Wealthcare Advisory Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-3	Closed	–	–	1522
2020 Q1	$0	Hold	3	–	–	﹤0.01%	1626
2019 Q4	$0	Hold	3	–	–	﹤0.01%	1462
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1443
2019 Q2	$0	Hold	3	–	–	﹤0.01%	1379
2019 Q1	$0	Hold	3	–	–	﹤0.01%	1302
2018 Q4	$0	Hold	3	–	–	﹤0.01%	1309
2018 Q3	$0	Hold	3	–	–	﹤0.01%	1333
2018 Q2	$0	Sell	3 -18	-86%	-$1.07K	﹤0.01%	1352
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	1054
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	1054
2017 Q3	$1K	Buy	+21	New	+$942	﹤0.01%	864

Other funds holding AMTD

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthcare Advisory Partners's AMTD Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2020, closing a stake of 3 shares.

Wealthcare Advisory Partners first reported a position in AMTD in Q3 2017 and held it in 11 quarters. The position peaked at $1K in Q1 2018. 376 funds tracked by Wall St. Rank hold AMTD as of Q2 2020.

Wealthcare Advisory Partners reported no remaining TD Ameritrade Holding Corp position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 3 TD Ameritrade Holding Corp shares in Q2 2020.
Wealthcare Advisory Partners first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's TD Ameritrade Holding Corp position peaked at $1K in Q1 2018.
376 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.