Brewin Dolphin Wealth Management’s Trade Desk TTD Stock Holding History

Brewin Dolphin 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	$39K	Hold	920	–	–	﹤0.01%	205
2022 Q1	$64K	Hold	920	–	–	0.01%	186
2021 Q4	$84K	Buy	920 +200	+28%	+$17.5K	0.01%	167
2021 Q3	$50.6K	Hold	720	–	–	0.01%	194
2021 Q2	$55.7K	Hold	720	–	–	0.01%	181
2021 Q1	$46.9K	Hold	720	–	–	0.01%	183
2020 Q4	$57.7K	Hold	720	–	–	0.01%	156
2020 Q3	$37.4K	Sell	720 -700	-49%	-$32K	0.01%	179
2020 Q2	$57.7K	Buy	1,420 +500	+54%	+$15.1K	0.01%	148
2020 Q1	$17.8K	Buy	920 +360	+64%	+$9.31K	0.01%	152
2019 Q4	$14.5K	Buy	+560	New	+$12.6K	0.01%	167
2019 Q2	–	Sell	-550	Closed	-$10.9K	–	199
2019 Q1	$10.9K	Buy	+550	New	+$9.01K	0.01%	172

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

Brewin Dolphin Wealth Management's TTD Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Trade Desk (TTD) position steady in Q2 2022 at 920 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Brewin Dolphin Wealth Management first reported a position in TTD in Q1 2019 and has held it in 12 quarters since. The position peaked at $84K in Q4 2021. 689 funds tracked by Wall St. Rank hold TTD as of Q2 2022.

Brewin Dolphin Wealth Management held 920 shares of Trade Desk worth $39K as of Q2 2022.
Brewin Dolphin Wealth Management left its Trade Desk share count unchanged in Q2 2022.
Trade Desk made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #205 holding.
Brewin Dolphin Wealth Management first reported a position in Trade Desk in Q1 2019 and has held it in 12 quarters since.
Brewin Dolphin Wealth Management's Trade Desk position peaked at $84K in Q4 2021.
689 funds tracked by Wall St. Rank held Trade Desk as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.