IUHSA
AMTD

Itau Unibanco Holding S.A.’s TD Ameritrade Holding Corp AMTD Stock Holding History

Itau Unibanco Holding S.A.’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
2019
Q4 		– Sell
-9,571
Closed -$476K – 1020
2019
Q3 		$476K Hold
9,571
– – 0.03% 112
2019
Q2 		$476K Sell
9,571
-3,730
-28% -$193K 0.02% 304
2019
Q1 		$634K Hold
13,301
– – 0.03% 93
2018
Q4 		$634K Buy
13,301
+4,707
+55% +$240K 0.03% 93
2018
Q3 		$454K Sell
8,594
-1,546
-15% -$88K 0.03% 128
2018
Q2 		$554K Sell
10,140
-684
-6% -$40.7K 0.06% 95
2018
Q1 		$641K Buy
10,824
+9,176
+557% +$520K ﹤0.01% 181
2017
Q4 		$84K Buy
1,648
+202
+14% +$10.1K 0.01% 377
2017
Q3 		$224K Sell
1,446
-3,485
-71% -$156K 0.02% 440
2017
Q2 		$212K Buy
4,931
+4,559
+1,226% +$177K 0.02% 184
2017
Q1 		$14K Buy
+372
New +$15.8K ﹤0.01% 498

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Itau Unibanco Holding S.A.'s AMTD Position: Q4 2019 in Review

Itau Unibanco Holding S.A. sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 9,571 shares — an estimated $476K sold.

Itau Unibanco Holding S.A. first reported a position in AMTD in Q1 2017 and held it in 11 quarters. The position peaked at $641K in Q1 2018. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Itau Unibanco Holding S.A. reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 9,571 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $476K.
  • Itau Unibanco Holding S.A. first reported a position in TD Ameritrade Holding Corp in Q1 2017 and held it in 11 quarters.
  • Itau Unibanco Holding S.A.'s TD Ameritrade Holding Corp position peaked at $641K in Q1 2018.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2019, filed 14 Feb 2020.