WCM
AMTD

Wealthcare Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Wealthcare Capital 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
Q1 		– Sell
-35
Closed -$2K – 698
2019
Q4 		$2K Buy
+35
New +$1.52K ﹤0.01% 614

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Vanguard Group
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BlackRock
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
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Goldman Sachs
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State Street
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Wealthcare Capital Management's AMTD Position: Q1 2020 in Review

Wealthcare Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 35 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in AMTD in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Wealthcare Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 35 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's TD Ameritrade Holding Corp position peaked at $2K in Q4 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.