Amplius Wealth Advisors’s Trade Desk TTD Stock Holding History

Amplius Wealth Advisors’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	-600	Closed	-$54K	–	834
2021 Q4	$54K	Buy	+600	New	+$52.6K	0.01%	320

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Amplius Wealth Advisors's TTD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Trade Desk (TTD) in Q1 2022, closing a stake of 600 shares — an estimated $54K sold.

Amplius Wealth Advisors first reported a position in TTD in Q4 2021 and held it in 1 quarter. The position peaked at $54K in Q4 2021. 782 funds tracked by Wall St. Rank hold TTD as of Q1 2022.

Amplius Wealth Advisors reported no remaining Trade Desk position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 600 Trade Desk shares in Q1 2022, an estimated $54K.
Amplius Wealth Advisors first reported a position in Trade Desk in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Trade Desk position peaked at $54K in Q4 2021.
782 funds tracked by Wall St. Rank held Trade Desk as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.