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Primoris Wealth Advisors’s Trade Desk TTD Stock Holding History

Primoris 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
2022
Q2 		– Sell
-33,800
Closed -$2.34M – 87
2022
Q1 		$2.34M Buy
33,800
+2,200
+7% +$159K 2.18% 14
2021
Q4 		$2.9M Buy
+31,600
New +$2.77M 2.33% 16

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primoris Wealth Advisors's TTD Position: Q2 2022 in Review

Primoris Wealth Advisors sold out of Trade Desk (TTD) in Q2 2022, closing a stake of 33,800 shares — an estimated $2.34M sold.

Primoris Wealth Advisors first reported a position in TTD in Q4 2021 and held it in 2 quarters. The position peaked at $2.9M in Q4 2021. 689 funds tracked by Wall St. Rank hold TTD as of Q2 2022.

  • Primoris Wealth Advisors reported no remaining Trade Desk position as of Q2 2022 after selling out during the quarter.
  • Primoris Wealth Advisors sold 33,800 Trade Desk shares in Q2 2022, an estimated $2.34M.
  • Primoris Wealth Advisors first reported a position in Trade Desk in Q4 2021 and held it in 2 quarters.
  • Primoris Wealth Advisors's Trade Desk position peaked at $2.9M in Q4 2021.
  • 689 funds tracked by Wall St. Rank held Trade Desk as of Q2 2022.

Based on Primoris Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.