Patriot Financial Group Insurance Agency’s Trade Desk TTD Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-54	Closed	-$2K	–	1832
2022 Q2	$2K	Sell	54 -28	-34%	-$1.53K	﹤0.01%	1821
2022 Q1	$6K	Sell	82 -301	-79%	-$21.7K	﹤0.01%	1563
2021 Q4	$35K	Buy	383 +33	+9%	+$2.89K	0.01%	1004
2021 Q3	$25K	Hold	350	–	–	﹤0.01%	1120
2021 Q2	$27K	Buy	350 +200	+133%	+$12.8K	﹤0.01%	1064
2021 Q1	$10K	Sell	150 -280	-65%	-$21.6K	﹤0.01%	1362
2020 Q4	$34K	Sell	430 -180	-30%	-$13.6K	0.01%	814
2020 Q3	$32K	Sell	610 -60	-9%	-$2.74K	0.01%	655
2020 Q2	$27K	Hold	670	–	–	0.01%	670
2020 Q1	$13K	Buy	+670	New	+$17.3K	0.01%	788

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TTD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Trade Desk (TTD) in Q3 2022, closing a stake of 54 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in TTD in Q1 2020 and held it in 10 quarters. The position peaked at $35K in Q4 2021. 742 funds tracked by Wall St. Rank hold TTD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Trade Desk position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 54 Trade Desk shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Trade Desk in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Trade Desk position peaked at $35K in Q4 2021.
742 funds tracked by Wall St. Rank held Trade Desk as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.