Janiczek Wealth Management’s Trade Desk TTD Stock Holding History

Janiczek 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
2024 Q2	$71.7K	Sell	734 -43	-6%	-$3.88K	0.02%	349
2024 Q1	$67.9K	Buy	777 +61	+9%	+$4.62K	0.01%	363
2023 Q4	$51.5K	Buy	716 +2	+0.3%	+$147	0.01%	384
2023 Q3	$55.8K	Hold	714	–	–	0.01%	348
2023 Q2	$55.1K	Hold	714	–	–	0.02%	304
2023 Q1	$43.3K	Sell	714 -7	-1%	-$373	0.01%	331
2022 Q4	$33.7K	Sell	721 -112	-13%	-$5.68K	0.01%	370
2022 Q3	$46K	Buy	833 +123	+17%	+$7K	0.02%	320
2022 Q2	$32K	Sell	710 -33	-4%	-$1.81K	0.01%	380
2022 Q1	$51K	Buy	743 +33	+5%	+$2.38K	0.01%	298
2021 Q4	$65K	Sell	710 -290	-29%	-$25.4K	0.02%	268
2021 Q3	$70K	Buy	1,000 +500	+100%	+$38.7K	0.02%	229
2021 Q2	$39K	Buy	+500	New	+$31.9K	0.01%	305

Other funds holding TTD

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janiczek Wealth Management's TTD Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Trade Desk (TTD) stake by 5.5% in Q2 2024, selling an estimated $3.88K and leaving 734 shares worth $71.7K. The position accounts for 0.02% of the portfolio, ranked #349.

Janiczek Wealth Management first reported a position in TTD in Q2 2021 and has held it in 13 quarters since. 1,020 funds tracked by Wall St. Rank hold TTD as of Q2 2024.

Janiczek Wealth Management held 734 shares of Trade Desk worth $71.7K as of Q2 2024.
Janiczek Wealth Management sold 43 Trade Desk shares in Q2 2024, an estimated $3.88K.
Trade Desk made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #349 holding.
Janiczek Wealth Management first reported a position in Trade Desk in Q2 2021 and has held it in 13 quarters since.
1,020 funds tracked by Wall St. Rank held Trade Desk as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.