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

Panagora 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 Q4	–	Sell	-14,562	Closed	-$570K	–	3132
2020 Q3	$570K	Hold	14,562	–	–	﹤0.01%	1110
2020 Q2	$530K	Hold	14,562	–	–	﹤0.01%	1183
2020 Q1	$505K	Buy	14,562 +1,891	+15%	+$82.4K	﹤0.01%	1118
2019 Q4	$630K	Buy	12,671 +1,669	+15%	+$72.3K	﹤0.01%	1223
2019 Q3	$514K	Hold	11,002	–	–	﹤0.01%	1273
2019 Q2	$549K	Hold	11,002	–	–	﹤0.01%	1389
2019 Q1	$550K	Sell	11,002 -11,054	-50%	-$599K	﹤0.01%	1375
2018 Q4	$1.08M	Buy	22,056 +11,054	+100%	+$563K	0.01%	1044
2018 Q3	$581K	Hold	11,002	–	–	﹤0.01%	1333
2018 Q2	$603K	Hold	11,002	–	–	﹤0.01%	1342
2018 Q1	$652K	Sell	11,002 -6,401	-37%	-$363K	﹤0.01%	1308
2017 Q4	$890K	Buy	17,403 +6,401	+58%	+$320K	﹤0.01%	1179
2017 Q3	$537K	Hold	11,002	–	–	﹤0.01%	1335
2017 Q2	$473K	Sell	11,002 -64,245	-85%	-$2.49M	﹤0.01%	1368
2017 Q1	$2.92M	Buy	75,247 +64,245	+584%	+$2.74M	0.01%	740
2016 Q4	$480K	Hold	11,002	–	–	﹤0.01%	1464
2016 Q3	$388K	Hold	11,002	–	–	﹤0.01%	1539
2016 Q2	$313K	Hold	11,002	–	–	﹤0.01%	1517
2016 Q1	$347K	Sell	11,002 -15,973	-59%	-$470K	﹤0.01%	1469
2015 Q4	$936K	Hold	26,975	–	–	﹤0.01%	1084
2015 Q3	$859K	Hold	26,975	–	–	﹤0.01%	1097
2015 Q2	$993K	Hold	26,975	–	–	0.01%	1094
2015 Q1	$1M	Hold	26,975	–	–	0.01%	1067
2014 Q4	$965K	Sell	26,975 -333	-1%	-$11.3K	﹤0.01%	1057
2014 Q3	$911K	Hold	27,308	–	–	﹤0.01%	1080
2014 Q2	$856K	Hold	27,308	–	–	﹤0.01%	1187
2014 Q1	$927K	Hold	27,308	–	–	﹤0.01%	1203
2013 Q4	$837K	Buy	27,308 +13,181	+93%	+$375K	﹤0.01%	1230
2013 Q3	$370K	Hold	14,127	–	–	﹤0.01%	1445
2013 Q2	$343K	Buy	+14,127	New	+$307K	﹤0.01%	1442

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

Panagora Asset Management's AMTD Position: Q4 2020 in Review

Panagora Asset Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 14,562 shares — an estimated $570K sold.

Panagora Asset Management first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $2.92M in Q1 2017. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Panagora Asset Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Panagora Asset Management sold 14,562 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $570K.
Panagora Asset Management first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
Panagora Asset Management's TD Ameritrade Holding Corp position peaked at $2.92M in Q1 2017.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Panagora Asset Management's 13F filing for Q4 2020, filed 10 Feb 2021.