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Wipfli Financial Advisors’s Trade Desk TTD Stock Holding History

Wipfli Financial Advisors’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 		$170K Buy
+2,841
New +$162K 0.01% 502

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wipfli Financial Advisors's TTD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Trade Desk (TTD) in Q3 2022: 2,841 shares worth $170K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings.

741 funds tracked by Wall St. Rank hold TTD as of Q3 2022.

  • Wipfli Financial Advisors held 2,841 shares of Trade Desk worth $170K as of Q3 2022.
  • Trade Desk was a new Wipfli Financial Advisors position in Q3 2022.
  • Trade Desk made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #502 holding.
  • 741 funds tracked by Wall St. Rank held Trade Desk as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.