Ovata Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Ovata Capital 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 Q4	–	Sell	-62,641	Closed	-$2.45M	–	79
2020 Q3	$2.45M	Hold	62,641	–	–	0.87%	24
2020 Q2	$2.28M	Buy	+62,641	New	+$2.36M	0.68%	27

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

Ovata Capital Management's AMTD Position: Q4 2020 in Review

Ovata Capital Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 62,641 shares — an estimated $2.45M sold.

Ovata Capital Management first reported a position in AMTD in Q2 2020 and held it in 2 quarters. The position peaked at $2.45M in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Ovata Capital Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Ovata Capital Management sold 62,641 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $2.45M.
Ovata Capital Management first reported a position in TD Ameritrade Holding Corp in Q2 2020 and held it in 2 quarters.
Ovata Capital Management's TD Ameritrade Holding Corp position peaked at $2.45M in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Ovata Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.