JWM
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Jackson Wealth Management’s Trade Desk TTD Stock Holding History

Jackson Wealth Management’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
-3,300
Closed -$255K – 118
2021
Q2 		$255K Buy
+3,300
New +$211K 0.03% 118
2020
Q1 		– Sell
-162,160
Closed -$4.54M – 163
2019
Q4 		$4.54M Buy
+162,160
New +$3.65M 0.75% 41

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jackson Wealth Management's TTD Position: Q3 2021 in Review

Jackson Wealth Management sold out of Trade Desk (TTD) in Q3 2021, closing a stake of 3,300 shares — an estimated $255K sold.

Jackson Wealth Management first reported a position in TTD in Q4 2019 and held it in 2 quarters. The position peaked at $4.54M in Q4 2019. 754 funds tracked by Wall St. Rank hold TTD as of Q3 2021.

  • Jackson Wealth Management reported no remaining Trade Desk position as of Q3 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 3,300 Trade Desk shares in Q3 2021, an estimated $255K.
  • Jackson Wealth Management first reported a position in Trade Desk in Q4 2019 and held it in 2 quarters.
  • Jackson Wealth Management's Trade Desk position peaked at $4.54M in Q4 2019.
  • 754 funds tracked by Wall St. Rank held Trade Desk as of Q3 2021.

Based on Jackson Wealth Management's 13F filing for Q3 2021, filed 10 Dec 2021.