YorkBridge Wealth Partners’s Trade Desk TTD Stock Holding History

YorkBridge Wealth 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
2019 Q1	–	Sell	-1,490	Closed	-$17K	–	774
2018 Q4	$17K	Sell	1,490 -240	-14%	-$3K	0.01%	500
2018 Q3	$25K	Sell	1,730 -810	-32%	-$9.61K	0.01%	477
2018 Q2	$24K	Buy	+2,540	New	+$17.9K	0.01%	492

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YorkBridge Wealth Partners's TTD Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of Trade Desk (TTD) in Q1 2019, closing a stake of 1,490 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in TTD in Q2 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 342 funds tracked by Wall St. Rank hold TTD as of Q1 2019.

YorkBridge Wealth Partners reported no remaining Trade Desk position as of Q1 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,490 Trade Desk shares in Q1 2019, an estimated $17K.
YorkBridge Wealth Partners first reported a position in Trade Desk in Q2 2018 and held it in 3 quarters.
YorkBridge Wealth Partners's Trade Desk position peaked at $25K in Q3 2018.
342 funds tracked by Wall St. Rank held Trade Desk as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.