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Lake Point Wealth Management’s Trade Desk TTD Stock Holding History

Lake Point 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
2022
Q2 		$1K Hold
30
– – ﹤0.01% 415
2022
Q1 		$2K Hold
30
– – ﹤0.01% 352
2021
Q4 		$3K Buy
+30
New +$2.63K ﹤0.01% 312

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's TTD Position: Q2 2022 in Review

Lake Point Wealth Management held its Trade Desk (TTD) position steady in Q2 2022 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Lake Point Wealth Management first reported a position in TTD in Q4 2021 and has held it in 3 quarters since. The position peaked at $3K in Q4 2021. 689 funds tracked by Wall St. Rank hold TTD as of Q2 2022.

  • Lake Point Wealth Management held 30 shares of Trade Desk worth $1K as of Q2 2022.
  • Lake Point Wealth Management left its Trade Desk share count unchanged in Q2 2022.
  • Trade Desk made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #415 holding.
  • Lake Point Wealth Management first reported a position in Trade Desk in Q4 2021 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Trade Desk position peaked at $3K in Q4 2021.
  • 689 funds tracked by Wall St. Rank held Trade Desk as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.