OFG
AMTD

OTA Financial Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

OTA Financial Group’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
-42,044
Closed -$1.65M – 97
2020
Q3 		$1.65M Buy
42,044
+20,758
+98% +$781K 1.53% 16
2020
Q2 		$774K Buy
+21,286
New +$801K 0.88% 24

Other funds holding AMTD

Toronto Dominion Bank
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

OTA Financial Group's AMTD Position: Q4 2020 in Review

OTA Financial Group sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 42,044 shares — an estimated $1.65M sold.

OTA Financial Group first reported a position in AMTD in Q2 2020 and held it in 2 quarters. The position peaked at $1.65M in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • OTA Financial Group reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • OTA Financial Group sold 42,044 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $1.65M.
  • OTA Financial Group first reported a position in TD Ameritrade Holding Corp in Q2 2020 and held it in 2 quarters.
  • OTA Financial Group's TD Ameritrade Holding Corp position peaked at $1.65M in Q3 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on OTA Financial Group's 13F filing for Q4 2020, filed 20 Jan 2021.