Baird Financial Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Baird Financial 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	-7,911	Closed	-$310K	–	1626
2020 Q3	$310K	Sell	7,911 -1,795	-18%	-$67.5K	﹤0.01%	1294
2020 Q2	$353K	Buy	9,706 +688	+8%	+$25.9K	﹤0.01%	1247
2020 Q1	$313K	Sell	9,018 -159	-2%	-$6.93K	﹤0.01%	1200
2019 Q4	$456K	Buy	9,177 +130	+1%	+$5.63K	﹤0.01%	1201
2019 Q3	$422K	Buy	9,047 +499	+6%	+$23.9K	﹤0.01%	1219
2019 Q2	$427K	Buy	+8,548	New	+$443K	﹤0.01%	1242

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

Baird Financial Group's AMTD Position: Q4 2020 in Review

Baird Financial Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 7,911 shares — an estimated $310K sold.

Baird Financial Group first reported a position in AMTD in Q2 2019 and held it in 6 quarters. The position peaked at $456K in Q4 2019. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Baird Financial Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Baird Financial Group sold 7,911 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $310K.
Baird Financial Group first reported a position in TD Ameritrade Holding Corp in Q2 2019 and held it in 6 quarters.
Baird Financial Group's TD Ameritrade Holding Corp position peaked at $456K in Q4 2019.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Baird Financial Group's 13F filing for Q4 2020, filed 11 Feb 2021.