Lafayette Investments’s TD Ameritrade Holding Corp AMTD Stock Holding History

Lafayette Investments’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	-84,024	Closed	-$3.29M	–	92
2020 Q3	$3.29M	Buy	84,024 +743	+0.9%	+$28K	1.26%	33
2020 Q2	$3.03M	Buy	83,281 +34,355	+70%	+$1.29M	1.26%	31
2020 Q1	$1.7M	Buy	48,926 +2,425	+5%	+$106K	0.82%	41
2019 Q4	$2.31M	Buy	46,501 +385	+0.8%	+$16.7K	0.8%	37
2019 Q3	$2.15M	Buy	+46,116	New	+$2.21M	0.78%	38

Other funds holding AMTD

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

Lafayette Investments's AMTD Position: Q4 2020 in Review

Lafayette Investments sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 84,024 shares — an estimated $3.29M sold.

Lafayette Investments first reported a position in AMTD in Q3 2019 and held it in 5 quarters. The position peaked at $3.29M in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Lafayette Investments reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Lafayette Investments sold 84,024 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $3.29M.
Lafayette Investments first reported a position in TD Ameritrade Holding Corp in Q3 2019 and held it in 5 quarters.
Lafayette Investments's TD Ameritrade Holding Corp position peaked at $3.29M in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Lafayette Investments's 13F filing for Q4 2020, filed 11 Feb 2021.