BCM
AMTD

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

Beryl 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
Q4 		– Sell
-21,659
Closed -$848K – 268
2020
Q3 		$848K Buy
+21,659
New +$815K 0.15% 69

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

Beryl Capital Management's AMTD Position: Q4 2020 in Review

Beryl Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 21,659 shares — an estimated $848K sold.

Beryl Capital Management first reported a position in AMTD in Q3 2020 and held it in 1 quarter. The position peaked at $848K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Beryl Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Beryl Capital Management sold 21,659 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $848K.
  • Beryl Capital Management first reported a position in TD Ameritrade Holding Corp in Q3 2020 and held it in 1 quarter.
  • Beryl Capital Management's TD Ameritrade Holding Corp position peaked at $848K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Beryl Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.