Omni Partners’s TD Ameritrade Holding Corp AMTD Stock Holding History

Omni Partners’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	-1,159,172	Closed	-$45.4M	–	262
2020 Q3	$45.4M	Sell	1,159,172 -92,078	-7%	-$3.46M	3.23%	8
2020 Q2	$45.5M	Buy	1,251,250 +33,741	+3%	+$1.27M	5.38%	6
2020 Q1	$42.2M	Buy	1,217,509 +573,422	+89%	+$25M	3.72%	8
2019 Q4	$32K	Buy	+644,087	New	+$27.9M	0.86%	11

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

Omni Partners's AMTD Position: Q4 2020 in Review

Omni Partners sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 1,159,172 shares — an estimated $45.4M sold.

Omni Partners first reported a position in AMTD in Q4 2019 and held it in 4 quarters. The position peaked at $45.5M in Q2 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Omni Partners reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Omni Partners sold 1,159,172 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $45.4M.
Omni Partners first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 4 quarters.
Omni Partners's TD Ameritrade Holding Corp position peaked at $45.5M in Q2 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Omni Partners's 13F filing for Q4 2020, filed 16 Feb 2021.