TRUE Private Wealth Advisors’s Trade Desk TTD Stock Holding History

TRUE Private 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
2020 Q4	–	Sell	-250	Closed	-$12K	–	765
2020 Q3	$12K	Hold	250	–	–	﹤0.01%	474
2020 Q2	$10K	Hold	250	–	–	﹤0.01%	495
2020 Q1	$4K	Buy	250 +150	+150%	+$3.88K	﹤0.01%	553
2019 Q4	$2K	Buy	+100	New	+$2.25K	﹤0.01%	752
2019 Q3	–	Sell	-50	Closed	-$1K	–	679
2019 Q2	$1K	Buy	+50	New	+$1.07K	﹤0.01%	772

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

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

TRUE Private Wealth Advisors's TTD Position: Q4 2020 in Review

TRUE Private Wealth Advisors sold out of Trade Desk (TTD) in Q4 2020, closing a stake of 250 shares — an estimated $12K sold.

TRUE Private Wealth Advisors first reported a position in TTD in Q2 2019 and held it in 5 quarters. The position peaked at $12K in Q3 2020. 763 funds tracked by Wall St. Rank hold TTD as of Q4 2020.

TRUE Private Wealth Advisors reported no remaining Trade Desk position as of Q4 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 250 Trade Desk shares in Q4 2020, an estimated $12K.
TRUE Private Wealth Advisors first reported a position in Trade Desk in Q2 2019 and held it in 5 quarters.
TRUE Private Wealth Advisors's Trade Desk position peaked at $12K in Q3 2020.
763 funds tracked by Wall St. Rank held Trade Desk as of Q4 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.