HA
AMTD

Harfst & Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History

Harfst & Associates’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
-17,987
Closed -$704K – 111
2020
Q3 		$704K Buy
17,987
+2,350
+15% +$88.4K 0.3% 54
2020
Q2 		$568K Buy
15,637
+425
+3% +$16K 0.24% 61
2020
Q1 		$527K Buy
15,212
+2,141
+16% +$93.3K 0.27% 55
2019
Q4 		$649K Buy
13,071
+757
+6% +$32.8K 0.25% 58
2019
Q3 		$575K Buy
12,314
+411
+3% +$19.7K 0.24% 58
2019
Q2 		$594K Buy
11,903
+986
+9% +$51.1K 0.24% 61
2019
Q1 		$545K Buy
10,917
+1,738
+19% +$94.2K 0.23% 56
2018
Q4 		$449K Buy
9,179
+1,107
+14% +$56.4K 0.21% 54
2018
Q3 		$426K Buy
8,072
+374
+5% +$21.3K 0.18% 53
2018
Q2 		$421K Buy
7,698
+83
+1% +$4.94K 0.18% 47
2018
Q1 		$451K Buy
7,615
+262
+4% +$14.9K 0.18% 45
2017
Q4 		$375K Buy
7,353
+264
+4% +$13.2K 0.15% 61
2017
Q3 		$345K Buy
+7,089
New +$318K 0.14% 62

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

Harfst & Associates's AMTD Position: Q4 2020 in Review

Harfst & Associates sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 17,987 shares — an estimated $704K sold.

Harfst & Associates first reported a position in AMTD in Q3 2017 and held it in 13 quarters. The position peaked at $704K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Harfst & Associates reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Harfst & Associates sold 17,987 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $704K.
  • Harfst & Associates first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 13 quarters.
  • Harfst & Associates's TD Ameritrade Holding Corp position peaked at $704K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Harfst & Associates's 13F filing for Q4 2020, filed 25 Jan 2021.