WhitTier Trust Company’s TD Ameritrade Holding Corp AMTD Stock Holding History

WhitTier Trust Company’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	-219	Closed	-$9K	–	1016
2020 Q3	$9K	Hold	219	–	–	﹤0.01%	831
2020 Q2	$8K	Hold	219	–	–	﹤0.01%	824
2020 Q1	$8K	Hold	219	–	–	﹤0.01%	811
2019 Q4	$11K	Hold	219	–	–	﹤0.01%	832
2019 Q3	$10K	Hold	219	–	–	﹤0.01%	827
2019 Q2	$11K	Hold	219	–	–	﹤0.01%	812
2019 Q1	$11K	Hold	219	–	–	﹤0.01%	821
2018 Q4	$11K	Hold	219	–	–	﹤0.01%	833
2018 Q3	$12K	Hold	219	–	–	﹤0.01%	805
2018 Q2	$12K	Hold	219	–	–	﹤0.01%	806
2018 Q1	$13K	Hold	219	–	–	﹤0.01%	816
2017 Q4	$11K	Hold	219	–	–	﹤0.01%	789
2017 Q3	$11K	Hold	219	–	–	﹤0.01%	783
2017 Q2	$9K	Hold	219	–	–	﹤0.01%	773
2017 Q1	$9K	Hold	219	–	–	﹤0.01%	782
2016 Q4	$10K	Hold	219	–	–	﹤0.01%	774
2016 Q3	$8K	Hold	219	–	–	﹤0.01%	791
2016 Q2	$6K	Hold	219	–	–	﹤0.01%	823
2016 Q1	$7K	Hold	219	–	–	﹤0.01%	814
2015 Q4	$8K	Hold	219	–	–	﹤0.01%	790
2015 Q3	$7K	Hold	219	–	–	﹤0.01%	806
2015 Q2	$8K	Hold	219	–	–	﹤0.01%	810
2015 Q1	$8K	Hold	219	–	–	﹤0.01%	811
2014 Q4	$8K	Hold	219	–	–	﹤0.01%	809
2014 Q3	$7K	Hold	219	–	–	﹤0.01%	822
2014 Q2	$7K	Hold	219	–	–	﹤0.01%	823
2014 Q1	$7K	Hold	219	–	–	﹤0.01%	851
2013 Q4	$7K	Hold	219	–	–	﹤0.01%	811
2013 Q3	$6K	Hold	219	–	–	﹤0.01%	805
2013 Q2	$5K	Buy	+219	New	+$4.76K	﹤0.01%	808

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

WhitTier Trust Company's AMTD Position: Q4 2020 in Review

WhitTier Trust Company sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 219 shares — an estimated $9K sold.

WhitTier Trust Company first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $13K in Q1 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

WhitTier Trust Company reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
WhitTier Trust Company sold 219 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $9K.
WhitTier Trust Company first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
WhitTier Trust Company's TD Ameritrade Holding Corp position peaked at $13K in Q1 2018.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on WhitTier Trust Company's 13F filing for Q4 2020, filed 29 Jan 2021.