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Oakwell Private Wealth Management’s Trade Desk TTD Stock Holding History

Oakwell Private 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
2021
Q1 		– Sell
-12,570
Closed -$1.01M – 65
2020
Q4 		$1.01M Buy
+12,570
New +$949K 0.79% 23

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

Oakwell Private Wealth Management's TTD Position: Q1 2021 in Review

Oakwell Private Wealth Management sold out of Trade Desk (TTD) in Q1 2021, closing a stake of 12,570 shares — an estimated $1.01M sold.

Oakwell Private Wealth Management first reported a position in TTD in Q4 2020 and held it in 1 quarter. The position peaked at $1.01M in Q4 2020. 745 funds tracked by Wall St. Rank hold TTD as of Q1 2021.

  • Oakwell Private Wealth Management reported no remaining Trade Desk position as of Q1 2021 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 12,570 Trade Desk shares in Q1 2021, an estimated $1.01M.
  • Oakwell Private Wealth Management first reported a position in Trade Desk in Q4 2020 and held it in 1 quarter.
  • Oakwell Private Wealth Management's Trade Desk position peaked at $1.01M in Q4 2020.
  • 745 funds tracked by Wall St. Rank held Trade Desk as of Q1 2021.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.