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Cypress Wealth Services’s Trade Desk TTD Stock Holding History

Cypress 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
2021
Q3 		– Sell
-2,880
Closed -$223K – 264
2021
Q2 		$223K Buy
+2,880
New +$184K 0.06% 239
2021
Q1 		– Sell
-2,630
Closed -$211K – 303
2020
Q4 		$211K Buy
+2,630
New +$199K 0.05% 266

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Cypress Wealth Services's TTD Position: Q3 2021 in Review

Cypress Wealth Services sold out of Trade Desk (TTD) in Q3 2021, closing a stake of 2,880 shares — an estimated $223K sold.

Cypress Wealth Services first reported a position in TTD in Q4 2020 and held it in 2 quarters. The position peaked at $223K in Q2 2021. 754 funds tracked by Wall St. Rank hold TTD as of Q3 2021.

  • Cypress Wealth Services reported no remaining Trade Desk position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 2,880 Trade Desk shares in Q3 2021, an estimated $223K.
  • Cypress Wealth Services first reported a position in Trade Desk in Q4 2020 and held it in 2 quarters.
  • Cypress Wealth Services's Trade Desk position peaked at $223K in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Trade Desk as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.