Winch Advisory Services’s Trade Desk TTD Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-151	Closed	-$6K	–	435
2022 Q2	$6K	Sell	151 -76	-33%	-$4.16K	﹤0.01%	273
2022 Q1	$16K	Sell	227 -137	-38%	-$9.89K	0.01%	222
2021 Q4	$33K	Buy	364 +89	+32%	+$7.79K	0.01%	164
2021 Q3	$19K	Buy	275 +35	+15%	+$2.71K	0.01%	212
2021 Q2	$19K	Sell	240 -20	-8%	-$1.28K	0.01%	210
2021 Q1	$17K	Sell	260 -110	-30%	-$8.5K	0.01%	203
2020 Q4	$30K	Buy	370 +100	+37%	+$7.55K	0.01%	129
2020 Q3	$14K	Sell	270 -380	-58%	-$17.4K	0.01%	174
2020 Q2	$26K	Buy	650 +390	+150%	+$11.8K	0.01%	124
2020 Q1	$5K	Hold	260	–	–	﹤0.01%	231
2019 Q4	$7K	Buy	+260	New	+$5.85K	﹤0.01%	236

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Winch Advisory Services's TTD Position: Q3 2022 in Review

Winch Advisory Services sold out of Trade Desk (TTD) in Q3 2022, closing a stake of 151 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in TTD in Q4 2019 and held it in 11 quarters. The position peaked at $33K in Q4 2021. 741 funds tracked by Wall St. Rank hold TTD as of Q3 2022.

Winch Advisory Services reported no remaining Trade Desk position as of Q3 2022 after selling out during the quarter.
Winch Advisory Services sold 151 Trade Desk shares in Q3 2022, an estimated $6K.
Winch Advisory Services first reported a position in Trade Desk in Q4 2019 and held it in 11 quarters.
Winch Advisory Services's Trade Desk position peaked at $33K in Q4 2021.
741 funds tracked by Wall St. Rank held Trade Desk as of Q3 2022.

Based on Winch Advisory Services's 13F filing for Q3 2022, filed 31 Oct 2022.