John Overdeck’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,100
| Closed | -$651K | – | 4104 |
|
|
2019
Q4 | $651K | Buy |
13,100
+7,100
| +118% | +$308K | ﹤0.01% | 2580 |
|
|
2019
Q3 | $280K | Sell |
6,000
-1,000
| -14% | -$47.9K | ﹤0.01% | 3006 |
|
|
2019
Q2 | $349K | Buy |
+7,000
| New | +$363K | ﹤0.01% | 2770 |
|
|
2019
Q1 | – | Sell |
-6,000
| Closed | -$294K | – | 3614 |
|
|
2018
Q4 | $294K | Buy |
6,000
+2,000
| +50% | +$102K | ﹤0.01% | 2466 |
|
|
2018
Q3 | $211K | Sell |
4,000
-46,200
| -92% | -$2.63M | ﹤0.01% | 2987 |
|
|
2018
Q2 | $2.75M | Buy |
50,200
+30,300
| +152% | +$1.8M | 0.01% | 1404 |
|
|
2018
Q1 | $1.18M | Buy |
+19,900
| New | +$1.13M | ﹤0.01% | 1889 |
|
|
2017
Q3 | – | Sell |
-16,700
| Closed | -$718K | – | 3362 |
|
|
2017
Q2 | $718K | Buy |
+16,700
| New | +$648K | ﹤0.01% | 2100 |
|
|
2017
Q1 | – | Sell |
-24,400
| Closed | -$1.06M | – | 3481 |
|
|
2016
Q4 | $1.06M | Buy |
24,400
+16,400
| +205% | +$637K | ﹤0.01% | 1974 |
|
|
2016
Q3 | $282K | Sell |
8,000
-3,300
| -29% | -$103K | ﹤0.01% | 2787 |
|
|
2016
Q2 | $322K | Buy |
+11,300
| New | +$344K | ﹤0.01% | 2512 |
|
|
2016
Q1 | – | Sell |
-6,000
| Closed | -$209K | – | 3244 |
|
|
2015
Q4 | $209K | Buy |
+6,000
| New | +$208K | ﹤0.01% | 2450 |
|
Other funds holding AMTD
John Overdeck's AMTD Position: Q4 2020 in Review
John Overdeck sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 612,633 shares — an estimated $24M sold.
John Overdeck first reported a position in AMTD in Q3 2013 and held it in 11 quarters. The position peaked at $38.8M in Q2 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.
- John Overdeck reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
- John Overdeck sold 612,633 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $24M.
- John Overdeck first reported a position in TD Ameritrade Holding Corp in Q3 2013 and held it in 11 quarters.
- John Overdeck's TD Ameritrade Holding Corp position peaked at $38.8M in Q2 2020.
- 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.
Based on Two Sigma Investments's 13F filing for Q4 2020, filed 16 Feb 2021.