AWM
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Alterna Wealth Management’s Trade Desk TTD Stock Holding History

Alterna Wealth Management’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,420
Closed -$313K – 154
2021
Q4 		$313K Buy
+3,420
New +$300K 0.26% 65
2020
Q4 		$272K Buy
+3,400
New +$257K 0.34% 61

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Alterna Wealth Management's TTD Position: Q1 2022 in Review

Alterna Wealth Management sold out of Trade Desk (TTD) in Q1 2022, closing a stake of 3,420 shares — an estimated $313K sold.

Alterna Wealth Management first reported a position in TTD in Q4 2020 and held it in 2 quarters. The position peaked at $313K in Q4 2021. 782 funds tracked by Wall St. Rank hold TTD as of Q1 2022.

  • Alterna Wealth Management reported no remaining Trade Desk position as of Q1 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 3,420 Trade Desk shares in Q1 2022, an estimated $313K.
  • Alterna Wealth Management first reported a position in Trade Desk in Q4 2020 and held it in 2 quarters.
  • Alterna Wealth Management's Trade Desk position peaked at $313K in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Trade Desk as of Q1 2022.

Based on Alterna Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.