Swiss Life Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Swiss Life 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	-73,223	Closed	-$2.87M	–	518
2020 Q3	$2.87M	Buy	73,223 +59,498	+434%	+$2.24M	0.04%	280
2020 Q2	$499K	Sell	13,725 -14,447	-51%	-$544K	0.01%	424
2020 Q1	$976K	Buy	28,172 +1,876	+7%	+$81.7K	0.02%	374
2019 Q4	$1.31M	Buy	+26,296	New	+$1.14M	0.02%	376

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

Swiss Life Asset Management's AMTD Position: Q4 2020 in Review

Swiss Life Asset Management sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 73,223 shares — an estimated $2.87M sold.

Swiss Life Asset Management first reported a position in AMTD in Q4 2019 and held it in 4 quarters. The position peaked at $2.87M in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Swiss Life Asset Management reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Swiss Life Asset Management sold 73,223 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $2.87M.
Swiss Life Asset Management first reported a position in TD Ameritrade Holding Corp in Q4 2019 and held it in 4 quarters.
Swiss Life Asset Management's TD Ameritrade Holding Corp position peaked at $2.87M in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Swiss Life Asset Management's 13F filing for Q4 2020, filed 29 Dec 2025.