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Mark Sheptoff Financial Planning’s Trade Desk TTD Stock Holding History

Mark Sheptoff Financial Planning’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
-210
Closed -$19K – 488
2021
Q4 		$19K Hold
210
– – 0.01% 259
2021
Q3 		$15K Hold
210
– – 0.01% 273
2021
Q2 		$16K Buy
+210
New +$13.4K 0.01% 293

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's TTD Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Trade Desk (TTD) in Q1 2022, closing a stake of 210 shares — an estimated $19K sold.

Mark Sheptoff Financial Planning first reported a position in TTD in Q2 2021 and held it in 3 quarters. The position peaked at $19K in Q4 2021. 783 funds tracked by Wall St. Rank hold TTD as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Trade Desk position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 210 Trade Desk shares in Q1 2022, an estimated $19K.
  • Mark Sheptoff Financial Planning first reported a position in Trade Desk in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Trade Desk position peaked at $19K in Q4 2021.
  • 783 funds tracked by Wall St. Rank held Trade Desk as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.