RVW Wealth’s Trade Desk TTD Stock Holding History

RVW Wealth’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 Q4	–	Sell	-550	Closed	-$43K	–	339
2023 Q3	$43K	Buy	+550	New	+$44.5K	0.01%	253

Other funds holding TTD

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RVW Wealth's TTD Position: Q4 2023 in Review

RVW Wealth sold out of Trade Desk (TTD) in Q4 2023, closing a stake of 550 shares — an estimated $43K sold.

RVW Wealth first reported a position in TTD in Q3 2023 and held it in 1 quarter. The position peaked at $43K in Q3 2023. 925 funds tracked by Wall St. Rank hold TTD as of Q4 2023.

RVW Wealth reported no remaining Trade Desk position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 550 Trade Desk shares in Q4 2023, an estimated $43K.
RVW Wealth first reported a position in Trade Desk in Q3 2023 and held it in 1 quarter.
RVW Wealth's Trade Desk position peaked at $43K in Q3 2023.
925 funds tracked by Wall St. Rank held Trade Desk as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.