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Phoenix Wealth Advisors’s Trade Desk TTD Stock Holding History

Phoenix Wealth Advisors’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
Q4 		– Sell
-100
Closed -$7K – 334
2021
Q3 		$7K Hold
100
– – 0.01% 321
2021
Q2 		$8K Hold
100
– – 0.01% 308
2021
Q1 		$7K Buy
+100
New +$7.73K 0.01% 312

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Phoenix Wealth Advisors's TTD Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Trade Desk (TTD) in Q4 2021, closing a stake of 100 shares — an estimated $7K sold.

Phoenix Wealth Advisors first reported a position in TTD in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 870 funds tracked by Wall St. Rank hold TTD as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Trade Desk position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 100 Trade Desk shares in Q4 2021, an estimated $7K.
  • Phoenix Wealth Advisors first reported a position in Trade Desk in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Trade Desk position peaked at $8K in Q2 2021.
  • 870 funds tracked by Wall St. Rank held Trade Desk as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.