IA
RTB

IFP Advisors’s RTB Digital RTB Stock Holding History

IFP Advisors’s Portfolio RTB Stock Details RTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$11K – 4244
2022
Q4 		$11K Hold
2
– – ﹤0.01% 3337
2022
Q3 		$11K Hold
2
– – ﹤0.01% 3596
2022
Q2 		$11K Hold
2
– – ﹤0.01% 3347
2022
Q1 		$11K Hold
2
– – ﹤0.01% 3346
2021
Q4 		$3K Hold
2
– – ﹤0.01% 2690
2021
Q3 		$7K Hold
2
– – ﹤0.01% 2435
2021
Q2 		$10K Hold
2
– – ﹤0.01% 2217
2021
Q1 		$11K Buy
+2
New +$8.78K ﹤0.01% 2105

Other funds holding RTB

CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IFP Advisors's RTB Position: Q1 2023 in Review

IFP Advisors sold out of RTB Digital (RTB) in Q1 2023, closing a stake of 2 shares — an estimated $11K sold.

IFP Advisors first reported a position in RTB in Q1 2021 and held it in 8 quarters. The position peaked at $11K in Q4 2022. 29 funds tracked by Wall St. Rank hold RTB as of Q1 2023.

  • IFP Advisors reported no remaining RTB Digital position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 2 RTB Digital shares in Q1 2023, an estimated $11K.
  • IFP Advisors first reported a position in RTB Digital in Q1 2021 and held it in 8 quarters.
  • IFP Advisors's RTB Digital position peaked at $11K in Q4 2022.
  • 29 funds tracked by Wall St. Rank held RTB Digital as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.