SkyOak Wealth’s Trade Desk TTD Stock Holding History

SkyOak 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
2021 Q2	–	Sell	-10,810	Closed	-$807K	–	247
2021 Q1	$807K	Buy	+10,810	New	+$835K	0.22%	97

Other funds holding TTD

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

SkyOak Wealth's TTD Position: Q2 2021 in Review

SkyOak Wealth sold out of Trade Desk (TTD) in Q2 2021, closing a stake of 10,810 shares — an estimated $807K sold.

SkyOak Wealth first reported a position in TTD in Q1 2021 and held it in 1 quarter. The position peaked at $807K in Q1 2021. 747 funds tracked by Wall St. Rank hold TTD as of Q2 2021.

SkyOak Wealth reported no remaining Trade Desk position as of Q2 2021 after selling out during the quarter.
SkyOak Wealth sold 10,810 Trade Desk shares in Q2 2021, an estimated $807K.
SkyOak Wealth first reported a position in Trade Desk in Q1 2021 and held it in 1 quarter.
SkyOak Wealth's Trade Desk position peaked at $807K in Q1 2021.
747 funds tracked by Wall St. Rank held Trade Desk as of Q2 2021.

Based on SkyOak Wealth's 13F filing for Q2 2021, filed 19 Jul 2021.