Avidian Wealth Enterprises’s Trade Desk TTD Stock Holding History

Avidian Wealth Enterprises’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	–	Sell	-2,575	Closed	-$201K	–	430
2023 Q3	$201K	Buy	+2,575	New	+$208K	0.01%	383

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

Avidian Wealth Enterprises's TTD Position: Q4 2023 in Review

Avidian Wealth Enterprises sold out of Trade Desk (TTD) in Q4 2023, closing a stake of 2,575 shares — an estimated $201K sold.

Avidian Wealth Enterprises first reported a position in TTD in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 925 funds tracked by Wall St. Rank hold TTD as of Q4 2023.

Avidian Wealth Enterprises reported no remaining Trade Desk position as of Q4 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 2,575 Trade Desk shares in Q4 2023, an estimated $201K.
Avidian Wealth Enterprises first reported a position in Trade Desk in Q3 2023 and held it in 1 quarter.
Avidian Wealth Enterprises's Trade Desk position peaked at $201K in Q3 2023.
925 funds tracked by Wall St. Rank held Trade Desk as of Q4 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2023, filed 6 Feb 2024.