Symphony Financial’s Trade Desk TTD Stock Holding History

Symphony Financial’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 Q1	–	Sell	-3,380	Closed	-$305K	–	216
2021 Q4	$305K	Buy	+3,380	New	+$296K	0.08%	148
2021 Q3	–	Sell	-3,540	Closed	-$277K	–	188
2021 Q2	$277K	Hold	3,540	–	–	0.09%	143
2021 Q1	$237K	Sell	3,540 -30	-0.8%	-$2.32K	0.06%	179
2020 Q4	$276K	Buy	+3,570	New	+$270K	0.1%	132

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

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

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

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

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

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

Symphony Financial's TTD Position: Q1 2022 in Review

Symphony Financial sold out of Trade Desk (TTD) in Q1 2022, closing a stake of 3,380 shares — an estimated $305K sold.

Symphony Financial first reported a position in TTD in Q4 2020 and held it in 4 quarters. The position peaked at $305K in Q4 2021. 782 funds tracked by Wall St. Rank hold TTD as of Q1 2022.

Symphony Financial reported no remaining Trade Desk position as of Q1 2022 after selling out during the quarter.
Symphony Financial sold 3,380 Trade Desk shares in Q1 2022, an estimated $305K.
Symphony Financial first reported a position in Trade Desk in Q4 2020 and held it in 4 quarters.
Symphony Financial's Trade Desk position peaked at $305K in Q4 2021.
782 funds tracked by Wall St. Rank held Trade Desk as of Q1 2022.

Based on Symphony Financial's 13F filing for Q1 2022, filed 13 May 2022.