Joel Isaacson & Co’s RTB Digital RTB Stock Holding History

Joel Isaacson & Co’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
2021 Q2	–	Sell	-493	Closed	-$2.41M	–	298
2021 Q1	$2.41M	Buy	+493	New	+$2.16M	0.21%	46

Other funds holding RTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

SST

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

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

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

PAWC

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Joel Isaacson & Co's RTB Position: Q2 2021 in Review

Joel Isaacson & Co sold out of RTB Digital (RTB) in Q2 2021, closing a stake of 493 shares — an estimated $2.41M sold.

Joel Isaacson & Co first reported a position in RTB in Q1 2021 and held it in 1 quarter. The position peaked at $2.41M in Q1 2021. 44 funds tracked by Wall St. Rank hold RTB as of Q2 2021.

Joel Isaacson & Co reported no remaining RTB Digital position as of Q2 2021 after selling out during the quarter.
Joel Isaacson & Co sold 493 RTB Digital shares in Q2 2021, an estimated $2.41M.
Joel Isaacson & Co first reported a position in RTB Digital in Q1 2021 and held it in 1 quarter.
Joel Isaacson & Co's RTB Digital position peaked at $2.41M in Q1 2021.
44 funds tracked by Wall St. Rank held RTB Digital as of Q2 2021.

Based on Joel Isaacson & Co's 13F filing for Q2 2021, filed 20 Jul 2021.