WealthPLAN Partners’s Trade Desk TTD Stock Holding History

WealthPLAN Partners’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	-1,250	Closed	-$96.5K	–	1098
2023 Q2	$96.5K	Hold	1,250	–	–	0.01%	408
2023 Q1	$76.1K	Buy	+1,250	New	+$66.5K	0.01%	478

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's TTD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Trade Desk (TTD) in Q3 2023, closing a stake of 1,250 shares — an estimated $96.5K sold.

WealthPLAN Partners first reported a position in TTD in Q1 2023 and held it in 2 quarters. The position peaked at $96.5K in Q2 2023. 897 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

WealthPLAN Partners reported no remaining Trade Desk position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,250 Trade Desk shares in Q3 2023, an estimated $96.5K.
WealthPLAN Partners first reported a position in Trade Desk in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Trade Desk position peaked at $96.5K in Q2 2023.
897 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.