Alterity Financial Group’s Trade Desk TTD Stock Holding History

Alterity Financial Group’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
2023 Q4	$249K	Sell	3,455 -430	-11%	-$31.6K	0.36%	62
2023 Q3	$304K	Buy	3,885 +30	+0.8%	+$2.43K	0.48%	53
2023 Q2	$298K	Sell	3,855 -250	-6%	-$16.9K	0.43%	55
2023 Q1	$250K	Buy	+4,105	New	+$218K	0.37%	63
2022 Q4	–	Sell	-6,115	Closed	-$365K	–	82
2022 Q3	$365K	Sell	6,115 -375	-6%	-$21.3K	0.59%	46
2022 Q2	$272K	Buy	+6,490	New	+$355K	0.4%	66
2021 Q4	$909K	Buy	+9,920	New	+$869K	0.97%	28
2021 Q1	$597K	Buy	+86,200	New	+$6.66M	0.72%	42

Other funds holding TTD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alterity Financial Group's TTD Position: Q4 2023 in Review

Alterity Financial Group reduced its Trade Desk (TTD) stake by 11% in Q4 2023, selling an estimated $31.6K and leaving 3,455 shares worth $249K. The position accounts for 0.36% of the portfolio, ranked #62.

Alterity Financial Group first reported a position in TTD in Q1 2021 and has held it in 8 quarters since. The position peaked at $909K in Q4 2021. 925 funds tracked by Wall St. Rank hold TTD as of Q4 2023.

Alterity Financial Group held 3,455 shares of Trade Desk worth $249K as of Q4 2023.
Alterity Financial Group sold 430 Trade Desk shares in Q4 2023, an estimated $31.6K.
Trade Desk made up 0.36% of Alterity Financial Group's portfolio in Q4 2023, its #62 holding.
Alterity Financial Group first reported a position in Trade Desk in Q1 2021 and has held it in 8 quarters since.
Alterity Financial Group's Trade Desk position peaked at $909K in Q4 2021.
925 funds tracked by Wall St. Rank held Trade Desk as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.