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WealthPlan Investment Management’s Trade Desk TTD Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-20
Closed -$1.54K – 341
2023
Q2 		$1.54K Hold
20
– – ﹤0.01% 327
2023
Q1 		$1.22K Buy
+20
New +$1.06K ﹤0.01% 404

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPlan Investment Management's TTD Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Trade Desk (TTD) in Q3 2023, closing a stake of 20 shares — an estimated $1.54K sold.

WealthPlan Investment Management first reported a position in TTD in Q1 2023 and held it in 2 quarters. The position peaked at $1.54K in Q2 2023. 897 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Trade Desk position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 20 Trade Desk shares in Q3 2023, an estimated $1.54K.
  • WealthPlan Investment Management first reported a position in Trade Desk in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Trade Desk position peaked at $1.54K in Q2 2023.
  • 897 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.