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MPS Loria Financial Planners’s Trade Desk TTD Stock Holding History

MPS Loria Financial Planners’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
2021
Q1 		– Sell
-100
Closed -$8K – 636
2020
Q4 		$8K Buy
+100
New +$7.55K ﹤0.01% 320

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

MPS Loria Financial Planners's TTD Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of Trade Desk (TTD) in Q1 2021, closing a stake of 100 shares — an estimated $8K sold.

MPS Loria Financial Planners first reported a position in TTD in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 745 funds tracked by Wall St. Rank hold TTD as of Q1 2021.

  • MPS Loria Financial Planners reported no remaining Trade Desk position as of Q1 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Trade Desk shares in Q1 2021, an estimated $8K.
  • MPS Loria Financial Planners first reported a position in Trade Desk in Q4 2020 and held it in 1 quarter.
  • MPS Loria Financial Planners's Trade Desk position peaked at $8K in Q4 2020.
  • 745 funds tracked by Wall St. Rank held Trade Desk as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.