Xcel Wealth Management’s Trade Desk TTD Stock Holding History

Xcel Wealth 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
2022 Q2	–	Sell	-5,395	Closed	-$374K	–	139
2022 Q1	$374K	Buy	5,395 +905	+20%	+$65.4K	0.1%	111
2021 Q4	$411K	Sell	4,490 -360	-7%	-$31.5K	0.11%	113
2021 Q3	$341K	Sell	4,850 -500	-9%	-$38.7K	0.1%	113
2021 Q2	$414K	Sell	5,350 -6,150	-53%	-$393K	0.13%	108
2021 Q1	$749K	Hold	11,500	–	–	0.27%	69
2020 Q4	$921K	Hold	11,500	–	–	0.4%	57
2020 Q3	$596K	Hold	11,500	–	–	0.31%	67
2020 Q2	$467K	Buy	+11,500	New	+$347K	0.29%	67

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Xcel Wealth Management's TTD Position: Q2 2022 in Review

Xcel Wealth Management sold out of Trade Desk (TTD) in Q2 2022, closing a stake of 5,395 shares — an estimated $374K sold.

Xcel Wealth Management first reported a position in TTD in Q2 2020 and held it in 8 quarters. The position peaked at $921K in Q4 2020. 691 funds tracked by Wall St. Rank hold TTD as of Q2 2022.

Xcel Wealth Management reported no remaining Trade Desk position as of Q2 2022 after selling out during the quarter.
Xcel Wealth Management sold 5,395 Trade Desk shares in Q2 2022, an estimated $374K.
Xcel Wealth Management first reported a position in Trade Desk in Q2 2020 and held it in 8 quarters.
Xcel Wealth Management's Trade Desk position peaked at $921K in Q4 2020.
691 funds tracked by Wall St. Rank held Trade Desk as of Q2 2022.

Based on Xcel Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.