GT
AMTD

Greenleaf Trust’s TD Ameritrade Holding Corp AMTD Stock Holding History

Greenleaf Trust’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
-5,116
Closed -$200K – 644
2020
Q3 		$200K Buy
+5,116
New +$193K ﹤0.01% 525

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

Greenleaf Trust's AMTD Position: Q4 2020 in Review

Greenleaf Trust sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 5,116 shares — an estimated $200K sold.

Greenleaf Trust first reported a position in AMTD in Q3 2020 and held it in 1 quarter. The position peaked at $200K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Greenleaf Trust reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Greenleaf Trust sold 5,116 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $200K.
  • Greenleaf Trust first reported a position in TD Ameritrade Holding Corp in Q3 2020 and held it in 1 quarter.
  • Greenleaf Trust's TD Ameritrade Holding Corp position peaked at $200K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Greenleaf Trust's 13F filing for Q4 2020, filed 8 Feb 2021.