Foster Victor Wealth Advisors’s Trade Desk TTD Stock Holding History

Foster Victor 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 Q3	–	Sell	-7,970	Closed	-$617K	–	153
2021 Q2	$617K	Hold	7,970	–	–	0.1%	99
2021 Q1	$576K	Hold	7,970	–	–	0.11%	99
2020 Q4	$638K	Sell	7,970 -250	-3%	-$18.9K	0.15%	93
2020 Q3	$426K	Sell	8,220 -100	-1%	-$4.57K	0.12%	100
2020 Q2	$338K	Sell	8,320 -7,680	-48%	-$232K	0.11%	95
2020 Q1	$346K	Hold	16,000	–	–	0.15%	76
2019 Q4	$456K	Hold	16,000	–	–	0.2%	73
2019 Q3	$310K	Hold	16,000	–	–	0.17%	69
2019 Q2	$383K	Hold	16,000	–	–	0.28%	64
2019 Q1	$317K	Buy	+16,000	New	+$262K	0.25%	68

Other funds holding TTD

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Foster Victor Wealth Advisors's TTD Position: Q3 2021 in Review

Foster Victor Wealth Advisors sold out of Trade Desk (TTD) in Q3 2021, closing a stake of 7,970 shares — an estimated $617K sold.

Foster Victor Wealth Advisors first reported a position in TTD in Q1 2019 and held it in 10 quarters. The position peaked at $638K in Q4 2020. 755 funds tracked by Wall St. Rank hold TTD as of Q3 2021.

Foster Victor Wealth Advisors reported no remaining Trade Desk position as of Q3 2021 after selling out during the quarter.
Foster Victor Wealth Advisors sold 7,970 Trade Desk shares in Q3 2021, an estimated $617K.
Foster Victor Wealth Advisors first reported a position in Trade Desk in Q1 2019 and held it in 10 quarters.
Foster Victor Wealth Advisors's Trade Desk position peaked at $638K in Q4 2020.
755 funds tracked by Wall St. Rank held Trade Desk as of Q3 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.