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Atlas Private Wealth Management’s Trade Desk TTD Stock Holding History

Atlas Private 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
2020
Q3 		– Sell
-210
Closed -$9K – 476
2020
Q2 		$9K Sell
210
-100
-32% -$3.02K 0.01% 338
2020
Q1 		$6K Buy
+310
New +$8.02K 0.01% 357

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Atlas Private Wealth Management's TTD Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Trade Desk (TTD) in Q3 2020, closing a stake of 210 shares — an estimated $9K sold.

Atlas Private Wealth Management first reported a position in TTD in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 591 funds tracked by Wall St. Rank hold TTD as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Trade Desk position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 210 Trade Desk shares in Q3 2020, an estimated $9K.
  • Atlas Private Wealth Management first reported a position in Trade Desk in Q1 2020 and held it in 2 quarters.
  • Atlas Private Wealth Management's Trade Desk position peaked at $9K in Q2 2020.
  • 591 funds tracked by Wall St. Rank held Trade Desk as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.