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	–	1694
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return