Waldron Private Wealth’s Trade Desk TTD Stock Holding History

Waldron Private Wealth’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 Q2	–	Sell	-12,550	Closed	-$242K	–	273
2020 Q1	$242K	Buy	+12,550	New	+$325K	0.03%	205

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Waldron Private Wealth's TTD Position: Q2 2020 in Review

Waldron Private Wealth sold out of Trade Desk (TTD) in Q2 2020, closing a stake of 12,550 shares — an estimated $242K sold.

Waldron Private Wealth first reported a position in TTD in Q1 2020 and held it in 1 quarter. The position peaked at $242K in Q1 2020. 549 funds tracked by Wall St. Rank hold TTD as of Q2 2020.

Waldron Private Wealth reported no remaining Trade Desk position as of Q2 2020 after selling out during the quarter.
Waldron Private Wealth sold 12,550 Trade Desk shares in Q2 2020, an estimated $242K.
Waldron Private Wealth first reported a position in Trade Desk in Q1 2020 and held it in 1 quarter.
Waldron Private Wealth's Trade Desk position peaked at $242K in Q1 2020.
549 funds tracked by Wall St. Rank held Trade Desk as of Q2 2020.

Based on Waldron Private Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.