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Laidlaw Wealth Management’s Trade Desk TTD Stock Holding History

Laidlaw 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
-3,890
Closed -$301K – 282
2021
Q2 		$301K Buy
3,890
+310
+9% +$19.8K 0.08% 195
2021
Q1 		$233K Sell
3,580
-1,120
-24% -$86.6K 0.08% 191
2020
Q4 		$376K Buy
4,700
+250
+6% +$18.9K 0.08% 232
2020
Q3 		$231K Sell
4,450
-1,000
-18% -$45.7K 0.1% 181
2020
Q2 		$222K Buy
+5,450
New +$164K 0.12% 161

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of Trade Desk (TTD) in Q3 2021, closing a stake of 3,890 shares — an estimated $301K sold.

Laidlaw Wealth Management first reported a position in TTD in Q2 2020 and held it in 5 quarters. The position peaked at $376K in Q4 2020. 755 funds tracked by Wall St. Rank hold TTD as of Q3 2021.

  • Laidlaw Wealth Management reported no remaining Trade Desk position as of Q3 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,890 Trade Desk shares in Q3 2021, an estimated $301K.
  • Laidlaw Wealth Management first reported a position in Trade Desk in Q2 2020 and held it in 5 quarters.
  • Laidlaw Wealth Management's Trade Desk position peaked at $376K in Q4 2020.
  • 755 funds tracked by Wall St. Rank held Trade Desk as of Q3 2021.

Based on Laidlaw Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.