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PRW Wealth Management’s Trade Desk TTD Stock Holding History

PRW Wealth Management’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
-3,456
Closed -$239K – 119
2022
Q1 		$239K Sell
3,456
-689
-17% -$49.8K 0.11% 95
2021
Q4 		$380K Sell
4,145
-5,628
-58% -$493K 0.18% 64
2021
Q3 		$687K Buy
+9,773
New +$756K 0.34% 40
2021
Q1 		– Sell
-3,200
Closed -$256K – 101
2020
Q4 		$256K Sell
3,200
-1,050
-25% -$79.3K 0.14% 79
2020
Q3 		$220K Sell
4,250
-1,750
-29% -$79.9K 0.16% 76
2020
Q2 		$244K Buy
+6,000
New +$181K 0.19% 65

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PRW Wealth Management's TTD Position: Q2 2022 in Review

PRW Wealth Management sold out of Trade Desk (TTD) in Q2 2022, closing a stake of 3,456 shares — an estimated $239K sold.

PRW Wealth Management first reported a position in TTD in Q2 2020 and held it in 6 quarters. The position peaked at $687K in Q3 2021. 691 funds tracked by Wall St. Rank hold TTD as of Q2 2022.

  • PRW Wealth Management reported no remaining Trade Desk position as of Q2 2022 after selling out during the quarter.
  • PRW Wealth Management sold 3,456 Trade Desk shares in Q2 2022, an estimated $239K.
  • PRW Wealth Management first reported a position in Trade Desk in Q2 2020 and held it in 6 quarters.
  • PRW Wealth Management's Trade Desk position peaked at $687K in Q3 2021.
  • 691 funds tracked by Wall St. Rank held Trade Desk as of Q2 2022.

Based on PRW Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.