Barrett & Company’s Trade Desk TTD Stock Holding History

Barrett & Company’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
2024 Q1	–	Sell	-7	Closed	-$504	–	634
2023 Q4	$504	Hold	7	–	–	﹤0.01%	585
2023 Q3	$547	Hold	7	–	–	﹤0.01%	599
2023 Q2	$540	Hold	7	–	–	﹤0.01%	581
2023 Q1	$426	Buy	+7	New	+$373	﹤0.01%	567

Other funds holding TTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrett & Company's TTD Position: Q1 2024 in Review

Barrett & Company sold out of Trade Desk (TTD) in Q1 2024, closing a stake of 7 shares — an estimated $504 sold.

Barrett & Company first reported a position in TTD in Q1 2023 and held it in 4 quarters. The position peaked at $547 in Q3 2023. 967 funds tracked by Wall St. Rank hold TTD as of Q1 2024.

Barrett & Company reported no remaining Trade Desk position as of Q1 2024 after selling out during the quarter.
Barrett & Company sold 7 Trade Desk shares in Q1 2024, an estimated $504.
Barrett & Company first reported a position in Trade Desk in Q1 2023 and held it in 4 quarters.
Barrett & Company's Trade Desk position peaked at $547 in Q3 2023.
967 funds tracked by Wall St. Rank held Trade Desk as of Q1 2024.

Based on Barrett & Company's 13F filing for Q1 2024, filed 17 Apr 2024.