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Marcum Wealth’s Trade Desk TTD Stock Holding History

Marcum Wealth’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
Q1 		– Sell
-7,542
Closed -$691K – 406
2021
Q4 		$691K Sell
7,542
-48
-0.6% -$4.2K 0.1% 136
2021
Q3 		$534K Buy
7,590
+2
+0% +$155 0.08% 147
2021
Q2 		$587K Buy
7,588
+128
+2% +$8.18K 0.1% 131
2021
Q1 		$486K Buy
7,460
+460
+7% +$35.5K 0.08% 151
2020
Q4 		$561K Buy
+7,000
New +$529K 0.13% 57

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Marcum Wealth's TTD Position: Q1 2022 in Review

Marcum Wealth sold out of Trade Desk (TTD) in Q1 2022, closing a stake of 7,542 shares — an estimated $691K sold.

Marcum Wealth first reported a position in TTD in Q4 2020 and held it in 5 quarters. The position peaked at $691K in Q4 2021. 782 funds tracked by Wall St. Rank hold TTD as of Q1 2022.

  • Marcum Wealth reported no remaining Trade Desk position as of Q1 2022 after selling out during the quarter.
  • Marcum Wealth sold 7,542 Trade Desk shares in Q1 2022, an estimated $691K.
  • Marcum Wealth first reported a position in Trade Desk in Q4 2020 and held it in 5 quarters.
  • Marcum Wealth's Trade Desk position peaked at $691K in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Trade Desk as of Q1 2022.

Based on Marcum Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.