Consolidated Planning Corp’s Trade Desk TTD Stock Holding History

Consolidated Planning Corp’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 Q4	–	Sell	-120	Closed	-$8K	–	414
2021 Q3	$8K	Buy	+120	New	+$9.28K	0.01%	323

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Consolidated Planning Corp's TTD Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Trade Desk (TTD) in Q4 2021, closing a stake of 120 shares — an estimated $8K sold.

Consolidated Planning Corp first reported a position in TTD in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 869 funds tracked by Wall St. Rank hold TTD as of Q4 2021.

Consolidated Planning Corp reported no remaining Trade Desk position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 120 Trade Desk shares in Q4 2021, an estimated $8K.
Consolidated Planning Corp first reported a position in Trade Desk in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Trade Desk position peaked at $8K in Q3 2021.
869 funds tracked by Wall St. Rank held Trade Desk as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.