PL
AMTD

Perpetual Ltd’s TD Ameritrade Holding Corp AMTD Stock Holding History

Perpetual Ltd’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
Q3 		$4.88M Buy
124,750
+9,264
+8% +$349K 0.35% 108
2020
Q2 		$4.2M Buy
115,486
+12,853
+13% +$484K 0.39% 74
2020
Q1 		$3.56M Buy
+102,633
New +$4.47M 0.5% 77
2017
Q3 		– Sell
-59,993
Closed -$2.58M – 250
2017
Q2 		$2.58M Hold
59,993
– – 0.2% 130
2017
Q1 		$2.25M Hold
59,993
– – 0.22% 89
2016
Q4 		$2.62M Buy
59,993
+5,676
+10% +$220K 0.4% 54
2016
Q3 		$1.91M Buy
+54,317
New +$1.69M 0.16% 137

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Perpetual Ltd's AMTD Position: Q3 2020 in Review

Perpetual Ltd increased its TD Ameritrade Holding Corp (AMTD) stake by 8% in Q3 2020, buying an estimated $349K and bringing the position to 124,750 shares worth $4.88M. The position accounts for 0.35% of the portfolio, ranked #108.

Perpetual Ltd first reported a position in AMTD in Q3 2016 and has held it in 7 quarters since. 340 funds tracked by Wall St. Rank hold AMTD as of Q3 2020.

  • Perpetual Ltd held 124,750 shares of TD Ameritrade Holding Corp worth $4.88M as of Q3 2020.
  • Perpetual Ltd bought 9,264 TD Ameritrade Holding Corp shares in Q3 2020, an estimated $349K.
  • TD Ameritrade Holding Corp made up 0.35% of Perpetual Ltd's portfolio in Q3 2020, its #108 holding.
  • Perpetual Ltd first reported a position in TD Ameritrade Holding Corp in Q3 2016 and has held it in 7 quarters since.
  • 340 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q3 2020.

Based on Perpetual Ltd's 13F filing for Q3 2020, filed 8 Dec 2020.