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Wagner Wealth Management (South Carolina)’s Trade Desk TTD Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-860
Closed -$51K – 660
2022
Q3 		$51K Hold
860
– – 0.04% 209
2022
Q2 		$36K Buy
+860
New +$47.1K 0.03% 242
2022
Q1 		– Sell
-860
Closed -$79K – 621
2021
Q4 		$79K Hold
860
– – 0.06% 199
2021
Q3 		$64K Hold
860
– – 0.05% 211
2021
Q2 		$67K Hold
860
– – 0.05% 225
2021
Q1 		$56K Buy
+860
New +$66.5K 0.04% 219
2017
Q4 		– Hold
0
– – – 760

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s TTD Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Trade Desk (TTD) in Q4 2022, closing a stake of 860 shares — an estimated $51K sold.

Wagner Wealth Management (South Carolina) first reported a position in TTD in Q1 2021 and held it in 6 quarters. The position peaked at $79K in Q4 2021. 738 funds tracked by Wall St. Rank hold TTD as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Trade Desk position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 860 Trade Desk shares in Q4 2022, an estimated $51K.
  • Wagner Wealth Management (South Carolina) first reported a position in Trade Desk in Q1 2021 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s Trade Desk position peaked at $79K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Trade Desk as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.