Valeo Financial Advisors
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Valeo Financial Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Valeo Financial Advisors’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
-61
Closed -$2K – 1938
2020
Q3 		$2K Sell
61
-13
-18% -$489 ﹤0.01% 1456
2020
Q2 		$3K Buy
74
+13
+21% +$489 ﹤0.01% 1711
2020
Q1 		$2K Hold
61
– – ﹤0.01% 1605
2019
Q4 		$3K Sell
61
-57
-48% -$2.47K ﹤0.01% 1430
2019
Q3 		$6K Hold
118
– – ﹤0.01% 1180
2019
Q2 		$6K Hold
118
– – ﹤0.01% 1182
2019
Q1 		$6K Buy
118
+3
+3% +$163 ﹤0.01% 1129
2018
Q4 		$6K Hold
115
– – ﹤0.01% 1046
2018
Q3 		$6K Sell
115
-207
-64% -$11.8K ﹤0.01% 1160
2018
Q2 		$19K Buy
322
+146
+83% +$8.7K ﹤0.01% 790
2018
Q1 		$10K Buy
176
+115
+189% +$6.52K ﹤0.01% 939
2017
Q4 		$3K Hold
61
– – ﹤0.01% 1149
2017
Q3 		$3K Buy
+61
New +$2.73K ﹤0.01% 985

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

Valeo Financial Advisors's AMTD Position: Q4 2020 in Review

Valeo Financial Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 61 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in AMTD in Q3 2017 and held it in 13 quarters. The position peaked at $19K in Q2 2018. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

  • Valeo Financial Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 61 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 13 quarters.
  • Valeo Financial Advisors's TD Ameritrade Holding Corp position peaked at $19K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.