Long Island Wealth Management’s Trade Desk TTD Stock Holding History

Long Island 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 Q1	–	Sell	-40	Closed	-$3K	–	369
2023 Q4	$3K	Buy	+40	New	+$2.94K	﹤0.01%	323

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Long Island Wealth Management's TTD Position: Q1 2024 in Review

Long Island Wealth Management sold out of Trade Desk (TTD) in Q1 2024, closing a stake of 40 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in TTD in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 967 funds tracked by Wall St. Rank hold TTD as of Q1 2024.

Long Island Wealth Management reported no remaining Trade Desk position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 40 Trade Desk shares in Q1 2024, an estimated $3K.
Long Island Wealth Management first reported a position in Trade Desk in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Trade Desk position peaked at $3K in Q4 2023.
967 funds tracked by Wall St. Rank held Trade Desk as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.