Wealthspire Advisors (Maryland)’s Trade Desk TTD Stock Holding History

Wealthspire Advisors (Maryland)’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	$227K	Buy	+4,380	New	+$200K	0.01%	420
2019 Q2	–	Sell	-500	Closed	-$10K	–	1915
2019 Q1	$10K	Hold	500	–	–	﹤0.01%	1545
2018 Q4	$6K	Buy	+500	New	+$6.26K	﹤0.01%	1680
2018 Q3	–	Sell	-1,400	Closed	-$13K	–	2508
2018 Q2	$13K	Hold	1,400	–	–	﹤0.01%	1462
2018 Q1	$7K	Buy	1,400 +100	+8%	+$512	﹤0.01%	1697
2017 Q4	$6K	Buy	1,300 +200	+18%	+$1.1K	﹤0.01%	1795
2017 Q3	$7K	Buy	+1,100	New	+$5.95K	﹤0.01%	1702

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 $3.37T AUM 44.26% 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 $4.38B AUM 56.68% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TTD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Trade Desk (TTD) in Q3 2020: 4,380 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in TTD as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in TTD in Q3 2017 and has held it in 7 quarters since. 591 funds tracked by Wall St. Rank hold TTD as of Q3 2020.

Wealthspire Advisors (Maryland) held 4,380 shares of Trade Desk worth $227K as of Q3 2020.
Trade Desk was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Trade Desk made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #420 holding.
Wealthspire Advisors (Maryland) first reported a position in Trade Desk in Q3 2017 and has held it in 7 quarters since.
591 funds tracked by Wall St. Rank held Trade Desk as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.