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Glassman Wealth Services’s Trade Desk TTD Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-230
Closed -$16.6K – 1689
2023
Q4 		$16.6K Buy
230
+3
+1% +$220 ﹤0.01% 737
2023
Q3 		$17.7K Hold
227
– – ﹤0.01% 683
2023
Q2 		$17.5K Buy
227
+43
+23% +$2.91K ﹤0.01% 656
2023
Q1 		$11.2K Sell
184
-33
-15% -$1.76K ﹤0.01% 788
2022
Q4 		$9.73K Sell
217
-11
-5% -$558 ﹤0.01% 831
2022
Q3 		$14K Buy
228
+48
+27% +$2.73K ﹤0.01% 714
2022
Q2 		$8K Sell
180
-101
-36% -$5.53K ﹤0.01% 884
2022
Q1 		$19K Buy
281
+44
+19% +$3.18K ﹤0.01% 667
2021
Q4 		$22K Sell
237
-305
-56% -$26.7K ﹤0.01% 592
2021
Q3 		$38K Buy
542
+90
+20% +$6.96K 0.01% 418
2021
Q2 		$35K Buy
452
+122
+37% +$7.8K 0.01% 429
2021
Q1 		$22K Buy
330
+270
+450% +$20.9K ﹤0.01% 508
2020
Q4 		$5K Hold
60
– – ﹤0.01% 881
2020
Q3 		$3K Buy
+60
New +$2.74K ﹤0.01% 931
2020
Q2 		– Sell
-20
Closed – – 1542
2020
Q1 		$0 Buy
+20
New +$518 ﹤0.01% 1574

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Glassman Wealth Services's TTD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Trade Desk (TTD) in Q1 2024, closing a stake of 230 shares — an estimated $16.6K sold.

Glassman Wealth Services first reported a position in TTD in Q1 2020 and held it in 15 quarters. The position peaked at $38K in Q3 2021. 967 funds tracked by Wall St. Rank hold TTD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Trade Desk position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 230 Trade Desk shares in Q1 2024, an estimated $16.6K.
  • Glassman Wealth Services first reported a position in Trade Desk in Q1 2020 and held it in 15 quarters.
  • Glassman Wealth Services's Trade Desk position peaked at $38K in Q3 2021.
  • 967 funds tracked by Wall St. Rank held Trade Desk as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.