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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Modera Wealth Management's TTD Position: Q2 2024 in Review

Modera Wealth Management sold out of Trade Desk (TTD) in Q2 2024, closing a stake of 3,074 shares — an estimated $269K sold.

Modera Wealth Management first reported a position in TTD in Q4 2020 and held it in 7 quarters. The position peaked at $433K in Q2 2023. 1,021 funds tracked by Wall St. Rank hold TTD as of Q2 2024.

Modera Wealth Management reported no remaining Trade Desk position as of Q2 2024 after selling out during the quarter.
Modera Wealth Management sold 3,074 Trade Desk shares in Q2 2024, an estimated $269K.
Modera Wealth Management first reported a position in Trade Desk in Q4 2020 and held it in 7 quarters.
Modera Wealth Management's Trade Desk position peaked at $433K in Q2 2023.
1,021 funds tracked by Wall St. Rank held Trade Desk as of Q2 2024.

Based on Modera Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.