Financial Synergies Wealth Advisors’s Trade Desk TTD Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-215	Closed	-$18.8K	–	438
2024 Q1	$18.8K	Sell	215 -96	-31%	-$7.27K	﹤0.01%	202
2023 Q4	$13.9K	Sell	311 -12	-4%	-$882	﹤0.01%	165
2023 Q3	$25.2K	Hold	323	–	–	﹤0.01%	157
2023 Q2	$24.9K	Buy	323 +2	+0.6%	+$135	﹤0.01%	150
2023 Q1	$19.6K	Buy	321 +10	+3%	+$532	﹤0.01%	180
2022 Q4	$13.9K	Hold	311	–	–	﹤0.01%	165
2022 Q3	$18.6K	Buy	311 +200	+180%	+$11.4K	﹤0.01%	131
2022 Q2	$4.65K	Buy	+111	New	+$6.08K	﹤0.01%	192

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Synergies Wealth Advisors's TTD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Trade Desk (TTD) in Q2 2024, closing a stake of 215 shares — an estimated $18.8K sold.

Financial Synergies Wealth Advisors first reported a position in TTD in Q2 2022 and held it in 8 quarters. The position peaked at $25.2K in Q3 2023. 1,021 funds tracked by Wall St. Rank hold TTD as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Trade Desk position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 215 Trade Desk shares in Q2 2024, an estimated $18.8K.
Financial Synergies Wealth Advisors first reported a position in Trade Desk in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Trade Desk position peaked at $25.2K in Q3 2023.
1,021 funds tracked by Wall St. Rank held Trade Desk as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.