Principle Wealth Partners’s Trade Desk TTD Stock Holding History

Principle Wealth Partners’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 Q1	–	Sell	-2,410	Closed	-$221K	–	330
2021 Q4	$221K	Buy	+2,410	New	+$211K	0.02%	300
2021 Q3	–	Sell	-2,950	Closed	-$228K	–	318
2021 Q2	$228K	Buy	+2,950	New	+$189K	0.03%	294
2021 Q1	–	Sell	-2,950	Closed	-$236K	–	290
2020 Q4	$236K	Buy	+2,950	New	+$223K	0.03%	250
2020 Q3	–	Sell	-1,000	Closed	-$41K	–	401
2020 Q2	$41K	Buy	+1,000	New	+$30.1K	0.01%	300

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 $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Principle Wealth Partners's TTD Position: Q1 2022 in Review

Principle Wealth Partners sold out of Trade Desk (TTD) in Q1 2022, closing a stake of 2,410 shares — an estimated $221K sold.

Principle Wealth Partners first reported a position in TTD in Q2 2020 and held it in 4 quarters. The position peaked at $236K in Q4 2020. 783 funds tracked by Wall St. Rank hold TTD as of Q1 2022.

Principle Wealth Partners reported no remaining Trade Desk position as of Q1 2022 after selling out during the quarter.
Principle Wealth Partners sold 2,410 Trade Desk shares in Q1 2022, an estimated $221K.
Principle Wealth Partners first reported a position in Trade Desk in Q2 2020 and held it in 4 quarters.
Principle Wealth Partners's Trade Desk position peaked at $236K in Q4 2020.
783 funds tracked by Wall St. Rank held Trade Desk as of Q1 2022.

Based on Principle Wealth Partners's 13F filing for Q1 2022, filed 12 May 2022.