AA
AMTD

Altman Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Altman Advisors’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
-24,725
Closed -$1.23M – 94
2019
Q4 		$1.23M Sell
24,725
-25,171
-50% -$1.09M 0.98% 48
2019
Q3 		$2.33M Buy
49,896
+722
+1% +$34.6K 1.97% 19
2019
Q2 		$2.46M Buy
49,174
+7,257
+17% +$376K 2.06% 15
2019
Q1 		$2.1M Buy
41,917
+32,417
+341% +$1.76M 1.93% 21
2018
Q4 		$465K Hold
9,500
– – 0.51% 51
2018
Q3 		$502K Sell
9,500
-24,309
-72% -$1.38M 0.45% 50
2018
Q2 		$2.57K Buy
33,809
+24,309
+256% +$1.45M 2.36% 11
2018
Q1 		$563K Hold
9,500
– – 0.54% 51
2017
Q4 		$486K Buy
+9,500
New +$475K 0.42% 56

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Altman Advisors's AMTD Position: Q1 2020 in Review

Altman Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q1 2020, closing a stake of 24,725 shares — an estimated $1.23M sold.

Altman Advisors first reported a position in AMTD in Q4 2017 and held it in 9 quarters. The position peaked at $2.46M in Q2 2019. 366 funds tracked by Wall St. Rank hold AMTD as of Q1 2020.

  • Altman Advisors reported no remaining TD Ameritrade Holding Corp position as of Q1 2020 after selling out during the quarter.
  • Altman Advisors sold 24,725 TD Ameritrade Holding Corp shares in Q1 2020, an estimated $1.23M.
  • Altman Advisors first reported a position in TD Ameritrade Holding Corp in Q4 2017 and held it in 9 quarters.
  • Altman Advisors's TD Ameritrade Holding Corp position peaked at $2.46M in Q2 2019.
  • 366 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q1 2020.

Based on Altman Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.