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Regent Peak Wealth Advisors’s Trade Desk TTD Stock Holding History

Regent Peak 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
Q1 		– Sell
-650
Closed -$52K – 915
2020
Q4 		$52K Buy
+650
New +$49.1K 0.02% 305

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Regent Peak Wealth Advisors's TTD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Trade Desk (TTD) in Q1 2021, closing a stake of 650 shares — an estimated $52K sold.

Regent Peak Wealth Advisors first reported a position in TTD in Q4 2020 and held it in 1 quarter. The position peaked at $52K in Q4 2020. 745 funds tracked by Wall St. Rank hold TTD as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Trade Desk position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 650 Trade Desk shares in Q1 2021, an estimated $52K.
  • Regent Peak Wealth Advisors first reported a position in Trade Desk in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Trade Desk position peaked at $52K in Q4 2020.
  • 745 funds tracked by Wall St. Rank held Trade Desk as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.