Curi Wealth Management’s Trade Desk TTD Stock Holding History

Curi 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 Q3	–	Sell	-300	Closed	-$13K	–	650
2022 Q2	$13K	Hold	300	–	–	﹤0.01%	350
2022 Q1	$20K	Hold	300	–	–	﹤0.01%	290
2021 Q4	$27K	Buy	+300	New	+$26.3K	﹤0.01%	223
2021 Q1	–	Sell	-100	Closed	-$8K	–	451
2020 Q4	$8K	Buy	+100	New	+$7.55K	0.01%	278

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Curi Wealth Management's TTD Position: Q3 2022 in Review

Curi Wealth Management sold out of Trade Desk (TTD) in Q3 2022, closing a stake of 300 shares — an estimated $13K sold.

Curi Wealth Management first reported a position in TTD in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q4 2021. 741 funds tracked by Wall St. Rank hold TTD as of Q3 2022.

Curi Wealth Management reported no remaining Trade Desk position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 300 Trade Desk shares in Q3 2022, an estimated $13K.
Curi Wealth Management first reported a position in Trade Desk in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Trade Desk position peaked at $27K in Q4 2021.
741 funds tracked by Wall St. Rank held Trade Desk as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.