Lumature Wealth Partners’s Trade Desk TTD Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$77.2K	Hold	1,000	–	–	0.05%	204
2023 Q1	$60.9K	Hold	1,000	–	–	0.03%	209
2022 Q4	$44.8K	Hold	1,000	–	–	0.03%	224
2022 Q3	$60K	Hold	1,000	–	–	0.03%	219
2022 Q2	$42K	Hold	1,000	–	–	0.02%	244
2022 Q1	$69K	Hold	1,000	–	–	0.03%	235
2021 Q4	$92K	Hold	1,000	–	–	0.04%	190
2021 Q3	$70K	Buy	+1,000	New	+$77.3K	0.03%	210

Other funds holding TTD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Lumature Wealth Partners's TTD Position: Q2 2023 in Review

Lumature Wealth Partners held its Trade Desk (TTD) position steady in Q2 2023 at 1,000 shares worth $77.2K. The position accounts for 0.05% of the portfolio, ranked #204.

Lumature Wealth Partners first reported a position in TTD in Q3 2021 and has held it in 8 quarters since. The position peaked at $92K in Q4 2021. 860 funds tracked by Wall St. Rank hold TTD as of Q2 2023.

Lumature Wealth Partners held 1,000 shares of Trade Desk worth $77.2K as of Q2 2023.
Lumature Wealth Partners left its Trade Desk share count unchanged in Q2 2023.
Trade Desk made up 0.05% of Lumature Wealth Partners's portfolio in Q2 2023, its #204 holding.
Lumature Wealth Partners first reported a position in Trade Desk in Q3 2021 and has held it in 8 quarters since.
Lumature Wealth Partners's Trade Desk position peaked at $92K in Q4 2021.
860 funds tracked by Wall St. Rank held Trade Desk as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.