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FormulaFolio Investments’s Trade Desk TTD Stock Holding History

FormulaFolio Investments’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
Q2 		$40K Buy
514
+214
+71% +$13.7K 0.01% 156
2021
Q1 		$15K Sell
300
-9,500
-97% -$734K ﹤0.01% 212
2020
Q4 		$785K Buy
+9,800
New +$740K 0.02% 366

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

FormulaFolio Investments's TTD Position: Q2 2021 in Review

FormulaFolio Investments increased its Trade Desk (TTD) stake by 71% in Q2 2021, buying an estimated $13.7K and bringing the position to 514 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #156.

FormulaFolio Investments first reported a position in TTD in Q4 2020 and has held it in 3 quarters since. The position peaked at $785K in Q4 2020. 746 funds tracked by Wall St. Rank hold TTD as of Q2 2021.

  • FormulaFolio Investments held 514 shares of Trade Desk worth $40K as of Q2 2021.
  • FormulaFolio Investments bought 214 Trade Desk shares in Q2 2021, an estimated $13.7K.
  • Trade Desk made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #156 holding.
  • FormulaFolio Investments first reported a position in Trade Desk in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's Trade Desk position peaked at $785K in Q4 2020.
  • 746 funds tracked by Wall St. Rank held Trade Desk as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.