Confluence Wealth Services’s Trade Desk TTD Stock Holding History

Confluence Wealth Services’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	-650	Closed	-$59K	–	1083
2021 Q4	$59K	Buy	+650	New	+$56.9K	0.02%	438

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

Confluence Wealth Services's TTD Position: Q1 2022 in Review

Confluence Wealth Services sold out of Trade Desk (TTD) in Q1 2022, closing a stake of 650 shares — an estimated $59K sold.

Confluence Wealth Services first reported a position in TTD in Q4 2021 and held it in 1 quarter. The position peaked at $59K in Q4 2021. 782 funds tracked by Wall St. Rank hold TTD as of Q1 2022.

Confluence Wealth Services reported no remaining Trade Desk position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 650 Trade Desk shares in Q1 2022, an estimated $59K.
Confluence Wealth Services first reported a position in Trade Desk in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Trade Desk position peaked at $59K in Q4 2021.
782 funds tracked by Wall St. Rank held Trade Desk as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.