Ropes Wealth Advisors’s Trade Desk TTD Stock Holding History

Ropes 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	-10	Closed	-$1K	–	746
2020 Q4	$1K	Buy	+10	New	+$755	﹤0.01%	782

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ropes Wealth Advisors's TTD Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Trade Desk (TTD) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

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

Ropes Wealth Advisors reported no remaining Trade Desk position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 10 Trade Desk shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Trade Desk in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Trade Desk position peaked at $1K in Q4 2020.
745 funds tracked by Wall St. Rank held Trade Desk as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.