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Paragon Wealth Strategies’s Trade Desk TTD Stock Holding History

Paragon Wealth Strategies’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
2023
Q1 		– Sell
-19
Closed -$852 – 220
2022
Q4 		$852 Sell
19
-41
-68% -$2.08K ﹤0.01% 230
2022
Q3 		$4K Buy
+60
New +$3.41K ﹤0.01% 138
2021
Q3 		– Sell
-60
Closed -$5K – 263
2021
Q2 		$5K Buy
+60
New +$3.83K ﹤0.01% 233

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paragon Wealth Strategies's TTD Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Trade Desk (TTD) in Q1 2023, closing a stake of 19 shares — an estimated $852 sold.

Paragon Wealth Strategies first reported a position in TTD in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 775 funds tracked by Wall St. Rank hold TTD as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Trade Desk position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 19 Trade Desk shares in Q1 2023, an estimated $852.
  • Paragon Wealth Strategies first reported a position in Trade Desk in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's Trade Desk position peaked at $5K in Q2 2021.
  • 775 funds tracked by Wall St. Rank held Trade Desk as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.