Phoenix Financial’s Trade Desk TTD Stock Holding History

Phoenix Financial’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
2020 Q4	–	Sell	-6,600	Closed	-$310K	–	425
2020 Q3	$310K	Buy	+6,600	New	+$301K	0.01%	257
2020 Q2	–	Sell	-221,740	Closed	-$4.15M	–	362
2020 Q1	$4.15M	Buy	+221,740	New	+$5.74M	0.21%	114

Other funds holding TTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Phoenix Financial's TTD Position: Q4 2020 in Review

Phoenix Financial sold out of Trade Desk (TTD) in Q4 2020, closing a stake of 6,600 shares — an estimated $310K sold.

Phoenix Financial first reported a position in TTD in Q1 2020 and held it in 2 quarters. The position peaked at $4.15M in Q1 2020. 763 funds tracked by Wall St. Rank hold TTD as of Q4 2020.

Phoenix Financial reported no remaining Trade Desk position as of Q4 2020 after selling out during the quarter.
Phoenix Financial sold 6,600 Trade Desk shares in Q4 2020, an estimated $310K.
Phoenix Financial first reported a position in Trade Desk in Q1 2020 and held it in 2 quarters.
Phoenix Financial's Trade Desk position peaked at $4.15M in Q1 2020.
763 funds tracked by Wall St. Rank held Trade Desk as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.