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Engrave Wealth Partners’s Trade Desk TTD Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-1,150
Closed -$46K – 394
2020
Q2 		$46K Buy
1,150
+650
+130% +$19.6K 0.04% 119
2020
Q1 		$9K Buy
500
+250
+100% +$6.47K 0.01% 218
2019
Q4 		$6K Buy
+250
New +$5.63K 0.01% 348

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Engrave Wealth Partners's TTD Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Trade Desk (TTD) in Q3 2020, closing a stake of 1,150 shares — an estimated $46K sold.

Engrave Wealth Partners first reported a position in TTD in Q4 2019 and held it in 3 quarters. The position peaked at $46K in Q2 2020. 591 funds tracked by Wall St. Rank hold TTD as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Trade Desk position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,150 Trade Desk shares in Q3 2020, an estimated $46K.
  • Engrave Wealth Partners first reported a position in Trade Desk in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Trade Desk position peaked at $46K in Q2 2020.
  • 591 funds tracked by Wall St. Rank held Trade Desk as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.