USCA RIA’s Trade Desk TTD Stock Holding History

USCA RIA’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 Q3	–	Sell	-24,800	Closed	-$1.01M	–	507
2020 Q2	$1.01M	Buy	24,800 +600	+2%	+$18.1K	0.09%	205
2020 Q1	$467K	Buy	+24,200	New	+$626K	0.05%	270

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

USCA RIA's TTD Position: Q3 2020 in Review

USCA RIA sold out of Trade Desk (TTD) in Q3 2020, closing a stake of 24,800 shares — an estimated $1.01M sold.

USCA RIA first reported a position in TTD in Q1 2020 and held it in 2 quarters. The position peaked at $1.01M in Q2 2020. 591 funds tracked by Wall St. Rank hold TTD as of Q3 2020.

USCA RIA reported no remaining Trade Desk position as of Q3 2020 after selling out during the quarter.
USCA RIA sold 24,800 Trade Desk shares in Q3 2020, an estimated $1.01M.
USCA RIA first reported a position in Trade Desk in Q1 2020 and held it in 2 quarters.
USCA RIA's Trade Desk position peaked at $1.01M in Q2 2020.
591 funds tracked by Wall St. Rank held Trade Desk as of Q3 2020.

Based on USCA RIA's 13F filing for Q3 2020, filed 27 Oct 2020.