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McGlone Suttner Wealth Management’s Trade Desk TTD Stock Holding History

McGlone Suttner 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
-100
Closed -$7.2K – 720
2023
Q4 		$7.2K Buy
+100
New +$7.35K ﹤0.01% 542

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McGlone Suttner Wealth Management's TTD Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Trade Desk (TTD) in Q1 2024, closing a stake of 100 shares — an estimated $7.2K sold.

McGlone Suttner Wealth Management first reported a position in TTD in Q4 2023 and held it in 1 quarter. The position peaked at $7.2K in Q4 2023. 967 funds tracked by Wall St. Rank hold TTD as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Trade Desk position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 100 Trade Desk shares in Q1 2024, an estimated $7.2K.
  • McGlone Suttner Wealth Management first reported a position in Trade Desk in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Trade Desk position peaked at $7.2K in Q4 2023.
  • 967 funds tracked by Wall St. Rank held Trade Desk as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.