Selective Wealth Management’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-300
Closed -$21K 827
2022
Q1
$21K Hold
300
0.01% 438
2021
Q4
$27K Buy
+300
New +$26.3K 0.01% 372

Other funds holding TTD

Selective Wealth Management's TTD Position: Q2 2022 in Review

Selective Wealth Management sold out of Trade Desk (TTD) in Q2 2022, closing a stake of 300 shares — an estimated $21K sold.

Selective Wealth Management first reported a position in TTD in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 689 funds tracked by Wall St. Rank hold TTD as of Q2 2022.

  • Selective Wealth Management reported no remaining Trade Desk position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 300 Trade Desk shares in Q2 2022, an estimated $21K.
  • Selective Wealth Management first reported a position in Trade Desk in Q4 2021 and held it in 2 quarters.
  • Selective Wealth Management's Trade Desk position peaked at $27K in Q4 2021.
  • 689 funds tracked by Wall St. Rank held Trade Desk as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.