Yorktown Management & Research Company’s TD Ameritrade Holding Corp AMTD Stock Holding History

Yorktown Management & Research Company’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	-16,120	Closed	-$631K	–	264
2020 Q3	$631K	Buy	16,120 +520	+3%	+$19.6K	0.59%	35
2020 Q2	$568K	Buy	15,600 +9,400	+152%	+$354K	0.51%	30
2020 Q1	$215K	Buy	+6,200	New	+$270K	0.22%	210
2019 Q4	–	Sell	-8,500	Closed	-$397K	–	318
2019 Q3	$397K	Hold	8,500	–	–	0.21%	132
2019 Q2	$424K	Hold	8,500	–	–	0.16%	161
2019 Q1	$425K	Buy	+8,500	New	+$461K	0.14%	176

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

Yorktown Management & Research Company's AMTD Position: Q4 2020 in Review

Yorktown Management & Research Company sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 16,120 shares — an estimated $631K sold.

Yorktown Management & Research Company first reported a position in AMTD in Q1 2019 and held it in 6 quarters. The position peaked at $631K in Q3 2020. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Yorktown Management & Research Company reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 16,120 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $631K.
Yorktown Management & Research Company first reported a position in TD Ameritrade Holding Corp in Q1 2019 and held it in 6 quarters.
Yorktown Management & Research Company's TD Ameritrade Holding Corp position peaked at $631K in Q3 2020.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Yorktown Management & Research Company's 13F filing for Q4 2020, filed 11 Feb 2021.