NFG
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Next Financial Group’s Trade Desk TTD Stock Holding History

Next Financial Group’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
Q4 		$127K Buy
1,383
+287
+26% +$25.1K 0.01% 1067
2021
Q3 		$77K Buy
1,096
+687
+168% +$53.1K 0.01% 1232
2021
Q2 		$31K Sell
409
-351
-46% -$22.4K ﹤0.01% 1593
2021
Q1 		$50K Sell
760
-2,960
-80% -$229K ﹤0.01% 1286
2020
Q4 		$298K Buy
3,720
+1,900
+104% +$143K 0.03% 565
2020
Q3 		$94K Buy
+1,820
New +$83.1K 0.01% 892
2020
Q2 		– Sell
-2,810
Closed -$54K – 1801
2020
Q1 		$54K Buy
+2,810
New +$72.7K 0.01% 977
2019
Q4 		– Sell
-3,370
Closed -$63K – 2527
2019
Q3 		$63K Hold
3,370
– – 0.01% 1075
2019
Q2 		$77K Buy
3,370
+2,620
+349% +$56.3K 0.01% 1011
2019
Q1 		$15K Buy
750
+90
+14% +$1.48K ﹤0.01% 1034
2018
Q4 		$8K Buy
660
+60
+10% +$751 ﹤0.01% 1416
2018
Q3 		$9K Buy
+600
New +$7.12K ﹤0.01% 1020
2017
Q3 		– Sell
-200
Closed -$1K – 1954
2017
Q2 		$1K Buy
+200
New +$915 ﹤0.01% 1865

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Next Financial Group's TTD Position: Q4 2021 in Review

Next Financial Group increased its Trade Desk (TTD) stake by 26% in Q4 2021, buying an estimated $25.1K and bringing the position to 1,383 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #1067.

Next Financial Group first reported a position in TTD in Q2 2017 and has held it in 13 quarters since. The position peaked at $298K in Q4 2020. 869 funds tracked by Wall St. Rank hold TTD as of Q4 2021.

  • Next Financial Group held 1,383 shares of Trade Desk worth $127K as of Q4 2021.
  • Next Financial Group bought 287 Trade Desk shares in Q4 2021, an estimated $25.1K.
  • Trade Desk made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1067 holding.
  • Next Financial Group first reported a position in Trade Desk in Q2 2017 and has held it in 13 quarters since.
  • Next Financial Group's Trade Desk position peaked at $298K in Q4 2020.
  • 869 funds tracked by Wall St. Rank held Trade Desk as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.