Sheets Smith Wealth Management’s Trade Desk TTD Stock Holding History

Sheets Smith Wealth Management’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
2020 Q1	–	Sell	-24,210	Closed	-$624K	–	326
2019 Q4	$624K	Buy	+24,210	New	+$545K	0.12%	171
2019 Q3	–	Sell	-26,740	Closed	-$609K	–	319
2019 Q2	$609K	Sell	26,740 -330	-1%	-$7.09K	0.13%	173
2019 Q1	$536K	Sell	27,070 -1,020	-4%	-$16.7K	0.12%	187
2018 Q4	$326K	Buy	+28,090	New	+$352K	0.09%	217

Other funds holding TTD

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Sheets Smith Wealth Management's TTD Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Trade Desk (TTD) in Q1 2020, closing a stake of 24,210 shares — an estimated $624K sold.

Sheets Smith Wealth Management first reported a position in TTD in Q4 2018 and held it in 4 quarters. The position peaked at $624K in Q4 2019. 430 funds tracked by Wall St. Rank hold TTD as of Q1 2020.

Sheets Smith Wealth Management reported no remaining Trade Desk position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 24,210 Trade Desk shares in Q1 2020, an estimated $624K.
Sheets Smith Wealth Management first reported a position in Trade Desk in Q4 2018 and held it in 4 quarters.
Sheets Smith Wealth Management's Trade Desk position peaked at $624K in Q4 2019.
430 funds tracked by Wall St. Rank held Trade Desk as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.