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Elwood & Goetz Wealth Advisory Group’s Trade Desk TTD Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
-3,750
Closed -$300K – 50
2020
Q4 		$300K Buy
+3,750
New +$283K 0.14% 40

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's TTD Position: Q1 2021 in Review

Elwood & Goetz Wealth Advisory Group sold out of Trade Desk (TTD) in Q1 2021, closing a stake of 3,750 shares — an estimated $300K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in TTD in Q4 2020 and held it in 1 quarter. The position peaked at $300K in Q4 2020. 745 funds tracked by Wall St. Rank hold TTD as of Q1 2021.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Trade Desk position as of Q1 2021 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 3,750 Trade Desk shares in Q1 2021, an estimated $300K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Trade Desk in Q4 2020 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Trade Desk position peaked at $300K in Q4 2020.
  • 745 funds tracked by Wall St. Rank held Trade Desk as of Q1 2021.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2021, filed 15 Apr 2021.