Zions Bancorporation’s TD Ameritrade Holding Corp AMTD Stock Holding History

Zions Bancorporation’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	-76	Closed	-$3K	–	1062
2020 Q3	$3K	Hold	76	–	–	﹤0.01%	905
2020 Q2	$3K	Buy	+76	New	+$2.86K	﹤0.01%	825
2019 Q4	–	Sell	-25	Closed	-$1K	–	1009
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	972
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	907
2019 Q1	$1K	Buy	+25	New	+$1.35K	﹤0.01%	930
2018 Q4	–	Sell	-42	Closed	-$2K	–	818
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	721
2018 Q2	$2K	Sell	42 -82	-66%	-$4.88K	﹤0.01%	432
2018 Q1	$7K	Sell	124 -1,855	-94%	-$105K	﹤0.01%	438
2017 Q4	$101K	Buy	1,979 +250	+14%	+$12.5K	0.02%	229
2017 Q3	$84K	Buy	+1,729	New	+$77.5K	0.01%	466

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

Zions Bancorporation's AMTD Position: Q4 2020 in Review

Zions Bancorporation sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2020, closing a stake of 76 shares — an estimated $3K sold.

Zions Bancorporation first reported a position in AMTD in Q3 2017 and held it in 10 quarters. The position peaked at $101K in Q4 2017. 2 funds tracked by Wall St. Rank hold AMTD as of Q4 2020.

Zions Bancorporation reported no remaining TD Ameritrade Holding Corp position as of Q4 2020 after selling out during the quarter.
Zions Bancorporation sold 76 TD Ameritrade Holding Corp shares in Q4 2020, an estimated $3K.
Zions Bancorporation first reported a position in TD Ameritrade Holding Corp in Q3 2017 and held it in 10 quarters.
Zions Bancorporation's TD Ameritrade Holding Corp position peaked at $101K in Q4 2017.
2 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2020.

Based on Zions Bancorporation's 13F filing for Q4 2020, filed 12 Feb 2021.