Wells Fargo’s TD Ameritrade Holding Corp AMTD Stock Holding History

Wells Fargo’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 Q1	–	Sell	-65,800	Closed	-$739K	–	7167
2019 Q4	$739K	Buy	65,800 +6,000	+10%	+$260K	﹤0.01%	4068
2019 Q3	$136K	Sell	59,800 -26,000	-30%	-$1.25M	﹤0.01%	5177
2019 Q2	$294K	Buy	+85,800	New	+$4.45M	﹤0.01%	4750
2019 Q1	–	Sell	-46,800	Closed	-$345K	–	6642
2018 Q4	$345K	Sell	46,800 -36,600	-44%	-$1.86M	﹤0.01%	4579
2018 Q3	$316K	Buy	83,400 +60,200	+259%	+$3.43M	﹤0.01%	4748
2018 Q2	$151K	Sell	23,200 -5,900	-20%	-$351K	﹤0.01%	5175
2018 Q1	$45K	Buy	29,100 +9,100	+46%	+$516K	﹤0.01%	5604
2017 Q4	$227K	Hold	20,000	–	–	﹤0.01%	4898
2017 Q3	$185K	Hold	20,000	–	–	﹤0.01%	4972
2017 Q2	$201K	Hold	20,000	–	–	﹤0.01%	4782
2017 Q1	$129K	Buy	+20,000	New	+$852K	﹤0.01%	5075

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

Wells Fargo's AMTD Position: Q4 2020 in Review

Wells Fargo sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 143,372 shares — an estimated $5.61M sold.

Wells Fargo first reported a position in AMTD in Q2 2013 and held it in 30 quarters. The position peaked at $535M in Q1 2014. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Wells Fargo reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Wells Fargo sold 143,372 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $5.61M.
Wells Fargo first reported a position in TD Ameritrade Holding Corp in Q2 2013 and held it in 30 quarters.
Wells Fargo's TD Ameritrade Holding Corp position peaked at $535M in Q1 2014.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Wells Fargo's 13F filing for Q4 2020, filed 9 Feb 2021.