MWM
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Modera Wealth Management’s Trade Desk TTD Stock Holding History

Modera 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
Q2 		– Sell
-3,074
Closed -$269K – 587
2024
Q1 		$269K Buy
+3,074
New +$233K ﹤0.01% 499
2023
Q4 		– Sell
-3,195
Closed -$250K – 555
2023
Q3 		$250K Sell
3,195
-2,408
-43% -$195K ﹤0.01% 485
2023
Q2 		$433K Buy
5,603
+823
+17% +$55.7K 0.01% 403
2023
Q1 		$291K Buy
+4,780
New +$254K 0.01% 287
2022
Q1 		– Sell
-3,506
Closed -$321K – 579
2021
Q4 		$321K Buy
+3,506
New +$307K 0.01% 381
2021
Q3 		– Sell
-2,610
Closed -$202K – 281
2021
Q2 		$202K Buy
+2,610
New +$167K 0.01% 235
2021
Q1 		– Sell
-2,610
Closed -$209K – 250
2020
Q4 		$209K Buy
+2,610
New +$197K 0.02% 221

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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return