Clear Perspective Advisors’s Trade Desk TTD Stock Holding History

Clear Perspective 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
2021 Q1	–	Sell	-8,510	Closed	-$682K	–	162
2020 Q4	$682K	Sell	8,510 -1,780	-17%	-$134K	0.28%	65
2020 Q3	$273K	Sell	10,290 -3,000	-23%	-$137K	0.13%	115
2020 Q2	$540K	Buy	13,290 +2,170	+20%	+$65.4K	0.29%	63
2020 Q1	$215K	Sell	11,120 -1,080	-9%	-$27.9K	0.14%	104
2019 Q4	$317K	Buy	+12,200	New	+$275K	0.2%	104

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Clear Perspective Advisors's TTD Position: Q1 2021 in Review

Clear Perspective Advisors sold out of Trade Desk (TTD) in Q1 2021, closing a stake of 8,510 shares — an estimated $682K sold.

Clear Perspective Advisors first reported a position in TTD in Q4 2019 and held it in 5 quarters. The position peaked at $682K in Q4 2020. 746 funds tracked by Wall St. Rank hold TTD as of Q1 2021.

Clear Perspective Advisors reported no remaining Trade Desk position as of Q1 2021 after selling out during the quarter.
Clear Perspective Advisors sold 8,510 Trade Desk shares in Q1 2021, an estimated $682K.
Clear Perspective Advisors first reported a position in Trade Desk in Q4 2019 and held it in 5 quarters.
Clear Perspective Advisors's Trade Desk position peaked at $682K in Q4 2020.
746 funds tracked by Wall St. Rank held Trade Desk as of Q1 2021.

Based on Clear Perspective Advisors's 13F filing for Q1 2021, filed 14 May 2021.