OAM
AMTD

Optimal Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Optimal Asset Management’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
Q2 		– Sell
-24,231
Closed -$840 – 434
2020
Q1 		$840 Buy
24,231
+5,872
+32% +$256K 0.08% 309
2019
Q4 		$912K Buy
+18,359
New +$796K 0.14% 252

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimal Asset Management's AMTD Position: Q2 2020 in Review

Optimal Asset Management sold out of TD Ameritrade Holding Corp (AMTD) in Q2 2020, closing a stake of 24,231 shares — an estimated $840 sold.

Optimal Asset Management first reported a position in AMTD in Q4 2019 and held it in 2 quarters. The position peaked at $912K in Q4 2019. 376 funds tracked by Wall St. Rank hold AMTD as of Q2 2020.

  • Optimal Asset Management reported no remaining TD Ameritrade Holding Corp position as of Q2 2020 after selling out during the quarter.
  • Optimal Asset Management sold 24,231 TD Ameritrade Holding Corp shares in Q2 2020, an estimated $840.
  • Optimal Asset Management first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 2 quarters.
  • Optimal Asset Management's TD Ameritrade Holding Corp position peaked at $912K in Q4 2019.
  • 376 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q2 2020.

Based on Optimal Asset Management's 13F filing for Q2 2020, filed 4 Aug 2020.