AG
AMTD

Aperio Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Aperio Group’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
-135,352
Closed -$5.3M – 2472
2020
Q3 		$5.3M Sell
135,352
-14,412
-10% -$542K 0.02% 717
2020
Q2 		$5.45M Buy
149,764
+17,428
+13% +$656K 0.02% 703
2020
Q1 		$4.59M Buy
132,336
+43,981
+50% +$1.92M 0.02% 682
2019
Q4 		$4.39M Buy
88,355
+10,555
+14% +$457K 0.02% 786
2019
Q3 		$3.63M Sell
77,800
-10,078
-11% -$483K 0.01% 833
2019
Q2 		$4.39M Sell
87,878
-7,201
-8% -$373K 0.02% 756
2019
Q1 		$4.75M Sell
95,079
-8,665
-8% -$470K 0.02% 721
2018
Q4 		$5.08M Buy
103,744
+3,224
+3% +$164K 0.03% 636
2018
Q3 		$5.31M Buy
100,520
+940
+0.9% +$53.5K 0.02% 661
2018
Q2 		$5.45M Buy
99,580
+10,726
+12% +$639K 0.03% 627
2018
Q1 		$5.26M Buy
88,854
+2,778
+3% +$157K 0.03% 631
2017
Q4 		$4.4M Buy
86,076
+1,324
+2% +$66.2K 0.02% 682
2017
Q3 		$4.14M Buy
84,752
+1,087
+1% +$48.7K 0.02% 666
2017
Q2 		$3.6M Sell
83,665
-598
-0.7% -$23.2K 0.02% 703
2017
Q1 		$3.27M Sell
84,263
-9,264
-10% -$394K 0.02% 699
2016
Q4 		$4.08M Buy
93,527
+16,576
+22% +$643K 0.03% 579
2016
Q3 		$2.71M Sell
76,951
-3,497
-4% -$109K 0.02% 737
2016
Q2 		$2.29M Sell
80,448
-7,141
-8% -$217K 0.02% 755
2016
Q1 		$2.76M Buy
87,589
+31,783
+57% +$936K 0.02% 674
2015
Q4 		$1.94M Buy
55,806
+7,435
+15% +$258K 0.02% 768
2015
Q3 		$1.54M Buy
48,371
+4,832
+11% +$169K 0.02% 818
2015
Q2 		$1.6M Buy
43,539
+4,301
+11% +$160K 0.02% 796
2015
Q1 		$1.46M Buy
39,238
+3,588
+10% +$128K 0.02% 796
2014
Q4 		$1.28M Buy
35,650
+1,310
+4% +$44.4K 0.02% 794
2014
Q3 		$1.15M Buy
34,340
+1,105
+3% +$35.8K 0.02% 803
2014
Q2 		$1.04M Buy
33,235
+1,859
+6% +$57.6K 0.02% 833
2014
Q1 		$1.06M Buy
+31,376
New +$1.03M 0.02% 974
2013
Q4 		– Sell
-26,878
Closed -$765K – 1026
2013
Q3 		$704K Sell
26,878
-617
-2% -$16.4K 0.01% 990
2013
Q2 		$668K Buy
+27,495
New +$597K 0.02% 915

Other funds holding AMTD

Toronto Dominion Bank
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

Aperio Group's AMTD Position: Q4 2020 in Review

Aperio Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 135,352 shares — an estimated $5.3M sold.

Aperio Group first reported a position in AMTD in Q2 2013 and held it in 29 quarters. The position peaked at $5.45M in Q2 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Aperio Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Aperio Group sold 135,352 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $5.3M.
  • Aperio Group first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 29 quarters.
  • Aperio Group's TD Ameritrade Holding Corp position peaked at $5.45M in Q2 2018.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.