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Retirement Financial Solutions’s Trade Desk TTD Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-650
Closed -$29.1K – 232
2022
Q4 		$29.1K Buy
+650
New +$33K 0.02% 68

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Financial Solutions's TTD Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Trade Desk (TTD) in Q1 2023, closing a stake of 650 shares — an estimated $29.1K sold.

Retirement Financial Solutions first reported a position in TTD in Q4 2022 and held it in 1 quarter. The position peaked at $29.1K in Q4 2022. 775 funds tracked by Wall St. Rank hold TTD as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Trade Desk position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 650 Trade Desk shares in Q1 2023, an estimated $29.1K.
  • Retirement Financial Solutions first reported a position in Trade Desk in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Trade Desk position peaked at $29.1K in Q4 2022.
  • 775 funds tracked by Wall St. Rank held Trade Desk as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.