RFA
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Reilly Financial Advisors’s Trade Desk TTD Stock Holding History

Reilly Financial 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 		$11K Sell
120
-100
-45% -$8.76K ﹤0.01% 703
2021
Q3 		$15K Hold
220
– – ﹤0.01% 585
2021
Q2 		$17K Buy
220
+20
+10% +$1.28K ﹤0.01% 587
2021
Q1 		$13K Buy
+200
New +$15.5K ﹤0.01% 647

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Reilly Financial Advisors's TTD Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Trade Desk (TTD) stake by 45% in Q4 2021, selling an estimated $8.76K and leaving 120 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Reilly Financial Advisors first reported a position in TTD in Q1 2021 and has held it in 4 quarters since. The position peaked at $17K in Q2 2021. 870 funds tracked by Wall St. Rank hold TTD as of Q4 2021.

  • Reilly Financial Advisors held 120 shares of Trade Desk worth $11K as of Q4 2021.
  • Reilly Financial Advisors sold 100 Trade Desk shares in Q4 2021, an estimated $8.76K.
  • Trade Desk made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #703 holding.
  • Reilly Financial Advisors first reported a position in Trade Desk in Q1 2021 and has held it in 4 quarters since.
  • Reilly Financial Advisors's Trade Desk position peaked at $17K in Q2 2021.
  • 870 funds tracked by Wall St. Rank held Trade Desk as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.