MinichMacGregor Wealth Management’s Trade Desk TTD Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-940	Closed	-$42.1K	–	601
2022 Q4	$42.1K	Buy	+940	New	+$47.7K	0.02%	204
2018 Q4	–	Sell	-1,000	Closed	-$14K	–	486
2018 Q3	$14K	Hold	1,000	–	–	0.01%	275
2018 Q2	$9K	Hold	1,000	–	–	0.01%	324
2018 Q1	$4K	Hold	1,000	–	–	﹤0.01%	394
2017 Q4	$4K	Hold	1,000	–	–	﹤0.01%	386
2017 Q3	$6K	Buy	+1,000	New	+$5.41K	0.01%	335

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 $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.88T AUM 44.46% 1-Year Est. Return

MinichMacGregor Wealth Management's TTD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Trade Desk (TTD) in Q1 2023, closing a stake of 940 shares — an estimated $42.1K sold.

MinichMacGregor Wealth Management first reported a position in TTD in Q3 2017 and held it in 6 quarters. The position peaked at $42.1K in Q4 2022. 775 funds tracked by Wall St. Rank hold TTD as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Trade Desk position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 940 Trade Desk shares in Q1 2023, an estimated $42.1K.
MinichMacGregor Wealth Management first reported a position in Trade Desk in Q3 2017 and held it in 6 quarters.
MinichMacGregor Wealth Management's Trade Desk position peaked at $42.1K in Q4 2022.
775 funds tracked by Wall St. Rank held Trade Desk as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.