Madison Wealth Management’s Trade Desk TTD Stock Holding History

Madison 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 Q4	–	Sell	-5,000	Closed	-$299K	–	168
2022 Q3	$299K	Hold	5,000	–	–	0.07%	132
2022 Q2	$209K	Hold	5,000	–	–	0.05%	154
2022 Q1	$346K	Buy	5,000 +1,000	+25%	+$72.2K	0.07%	130
2021 Q4	$367K	Sell	4,000 -1,000	-20%	-$87.6K	0.07%	127
2021 Q3	$352K	Hold	5,000	–	–	0.08%	125
2021 Q2	$387K	Sell	5,000 -140	-3%	-$8.95K	0.09%	117
2021 Q1	$335K	Buy	5,140 +140	+3%	+$10.8K	0.08%	124
2020 Q4	$401K	Hold	5,000	–	–	0.11%	109
2020 Q3	$259K	Buy	+5,000	New	+$228K	0.08%	123

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Madison Wealth Management's TTD Position: Q4 2022 in Review

Madison Wealth Management sold out of Trade Desk (TTD) in Q4 2022, closing a stake of 5,000 shares — an estimated $299K sold.

Madison Wealth Management first reported a position in TTD in Q3 2020 and held it in 9 quarters. The position peaked at $401K in Q4 2020. 737 funds tracked by Wall St. Rank hold TTD as of Q4 2022.

Madison Wealth Management reported no remaining Trade Desk position as of Q4 2022 after selling out during the quarter.
Madison Wealth Management sold 5,000 Trade Desk shares in Q4 2022, an estimated $299K.
Madison Wealth Management first reported a position in Trade Desk in Q3 2020 and held it in 9 quarters.
Madison Wealth Management's Trade Desk position peaked at $401K in Q4 2020.
737 funds tracked by Wall St. Rank held Trade Desk as of Q4 2022.

Based on Madison Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.