B. Riley Wealth Management’s Trade Desk TTD Stock Holding History

B. Riley 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 Q2	$662	Sell	15,795 -1,352	-8%	-$74K	﹤0.01%	361
2022 Q1	$1.19M	Sell	17,147 -3,185	-16%	-$230K	0.09%	192
2021 Q4	$1.86M	Sell	20,332 -3,250	-14%	-$285K	0.13%	159
2021 Q3	$1.66M	Sell	23,582 -9,921	-30%	-$767K	0.13%	161
2021 Q2	$2.59M	Sell	33,503 -1,727	-5%	-$110K	0.29%	87
2021 Q1	$2.3M	Sell	35,230 -3,890	-10%	-$301K	0.27%	89
2020 Q4	$3.13M	Sell	39,120 -9,490	-20%	-$717K	0.4%	65
2020 Q3	$2.52M	Buy	48,610 +31,520	+184%	+$1.44M	0.3%	80
2020 Q2	$695K	Buy	+17,090	New	+$515K	0.08%	195

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

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

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

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

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

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

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

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

B. Riley Wealth Management's TTD Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Trade Desk (TTD) stake by 7.9% in Q2 2022, selling an estimated $74K and leaving 15,795 shares worth $662. The position accounts for ﹤0.01% of the portfolio, ranked #361.

B. Riley Wealth Management first reported a position in TTD in Q2 2020 and has held it in 9 quarters since. The position peaked at $3.13M in Q4 2020. 689 funds tracked by Wall St. Rank hold TTD as of Q2 2022.

B. Riley Wealth Management held 15,795 shares of Trade Desk worth $662 as of Q2 2022.
B. Riley Wealth Management sold 1,352 Trade Desk shares in Q2 2022, an estimated $74K.
Trade Desk made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #361 holding.
B. Riley Wealth Management first reported a position in Trade Desk in Q2 2020 and has held it in 9 quarters since.
B. Riley Wealth Management's Trade Desk position peaked at $3.13M in Q4 2020.
689 funds tracked by Wall St. Rank held Trade Desk as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.