Northwest Wealth Management’s Trade Desk TTD Stock Holding History

Northwest 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
2022 Q4	–	Sell	-3,670	Closed	-$219K	–	150
2022 Q3	$219K	Buy	+3,670	New	+$209K	0.1%	128
2022 Q2	–	Sell	-3,664	Closed	-$254K	–	155
2022 Q1	$254K	Buy	3,664 +4	+0.1%	+$289	0.12%	114
2021 Q4	$335K	Sell	3,660 -240	-6%	-$21K	0.16%	101
2021 Q3	$274K	Hold	3,900	–	–	0.14%	100
2021 Q2	$302K	Sell	3,900 -8,080	-67%	-$516K	0.16%	99
2021 Q1	$781K	Sell	11,980 -110	-0.9%	-$8.5K	0.49%	54
2020 Q4	$968K	Hold	12,090	–	–	0.67%	42
2020 Q3	$627K	Sell	12,090 -50	-0.4%	-$2.28K	0.52%	51
2020 Q2	$493K	Buy	12,140 +40	+0.3%	+$1.21K	0.43%	59
2020 Q1	$234K	Buy	+12,100	New	+$313K	0.24%	76

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Wealth Management's TTD Position: Q4 2022 in Review

Northwest Wealth Management sold out of Trade Desk (TTD) in Q4 2022, closing a stake of 3,670 shares — an estimated $219K sold.

Northwest Wealth Management first reported a position in TTD in Q1 2020 and held it in 10 quarters. The position peaked at $968K in Q4 2020. 738 funds tracked by Wall St. Rank hold TTD as of Q4 2022.

Northwest Wealth Management reported no remaining Trade Desk position as of Q4 2022 after selling out during the quarter.
Northwest Wealth Management sold 3,670 Trade Desk shares in Q4 2022, an estimated $219K.
Northwest Wealth Management first reported a position in Trade Desk in Q1 2020 and held it in 10 quarters.
Northwest Wealth Management's Trade Desk position peaked at $968K in Q4 2020.
738 funds tracked by Wall St. Rank held Trade Desk as of Q4 2022.

Based on Northwest Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.