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Evolution Wealth Advisors’s Trade Desk TTD Stock Holding History

Evolution Wealth Advisors’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
-2,556
Closed -$180K – 591
2021
Q3 		$180K Buy
2,556
+303
+13% +$23.4K 0.04% 122
2021
Q2 		$174K Buy
2,253
+83
+4% +$5.3K 0.04% 129
2021
Q1 		$141K Buy
+2,170
New +$168K 0.03% 130

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evolution Wealth Advisors's TTD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Trade Desk (TTD) in Q4 2021, closing a stake of 2,556 shares — an estimated $180K sold.

Evolution Wealth Advisors first reported a position in TTD in Q1 2021 and held it in 3 quarters. The position peaked at $180K in Q3 2021. 869 funds tracked by Wall St. Rank hold TTD as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Trade Desk position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,556 Trade Desk shares in Q4 2021, an estimated $180K.
  • Evolution Wealth Advisors first reported a position in Trade Desk in Q1 2021 and held it in 3 quarters.
  • Evolution Wealth Advisors's Trade Desk position peaked at $180K in Q3 2021.
  • 869 funds tracked by Wall St. Rank held Trade Desk as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.