Twelve Points Wealth Management’s Trade Desk TTD Stock Holding History

Twelve Points 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
2022 Q3	–	Sell	-10,624	Closed	-$445K	–	167
2022 Q2	$445K	Sell	10,624 -80	-0.7%	-$4.38K	0.34%	101
2022 Q1	$741K	Sell	10,704 -1,492	-12%	-$108K	0.55%	63
2021 Q4	$1.12M	Buy	+12,196	New	+$1.07M	0.91%	30

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Twelve Points Wealth Management's TTD Position: Q3 2022 in Review

Twelve Points Wealth Management sold out of Trade Desk (TTD) in Q3 2022, closing a stake of 10,624 shares — an estimated $445K sold.

Twelve Points Wealth Management first reported a position in TTD in Q4 2021 and held it in 3 quarters. The position peaked at $1.12M in Q4 2021. 741 funds tracked by Wall St. Rank hold TTD as of Q3 2022.

Twelve Points Wealth Management reported no remaining Trade Desk position as of Q3 2022 after selling out during the quarter.
Twelve Points Wealth Management sold 10,624 Trade Desk shares in Q3 2022, an estimated $445K.
Twelve Points Wealth Management first reported a position in Trade Desk in Q4 2021 and held it in 3 quarters.
Twelve Points Wealth Management's Trade Desk position peaked at $1.12M in Q4 2021.
741 funds tracked by Wall St. Rank held Trade Desk as of Q3 2022.

Based on Twelve Points Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.