SY
AMTD

Stephen Yacktman’s TD Ameritrade Holding Corp AMTD Stock Holding History

Stephen Yacktman’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
-15,700
Closed -$615K – 62
2020
Q3 		$615K Buy
+15,700
New +$591K 0.01% 57

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Stephen Yacktman's AMTD Position: Q4 2020 in Review

Stephen Yacktman sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 15,700 shares — an estimated $615K sold.

Stephen Yacktman first reported a position in AMTD in Q3 2020 and held it in 1 quarter. The position peaked at $615K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Stephen Yacktman reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Stephen Yacktman sold 15,700 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $615K.
  • Stephen Yacktman first reported a position in TD Ameritrade Holding Corp in Q3 2020 and held it in 1 quarter.
  • Stephen Yacktman's TD Ameritrade Holding Corp position peaked at $615K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Yacktman Asset Management's 13F filing for Q4 2020, filed 1 Feb 2021.