San Luis Wealth Advisors’s Trade Desk TTD Stock Holding History

San Luis 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
2022 Q2	–	Sell	-460	Closed	-$42K	–	391
2022 Q1	$42K	Buy	+460	New	+$33.2K	0.02%	254

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

San Luis Wealth Advisors's TTD Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Trade Desk (TTD) in Q2 2022, closing a stake of 460 shares — an estimated $42K sold.

San Luis Wealth Advisors first reported a position in TTD in Q1 2022 and held it in 1 quarter. The position peaked at $42K in Q1 2022. 689 funds tracked by Wall St. Rank hold TTD as of Q2 2022.

San Luis Wealth Advisors reported no remaining Trade Desk position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 460 Trade Desk shares in Q2 2022, an estimated $42K.
San Luis Wealth Advisors first reported a position in Trade Desk in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Trade Desk position peaked at $42K in Q1 2022.
689 funds tracked by Wall St. Rank held Trade Desk as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.