Baystate Wealth Management’s Trade Desk TTD Stock Holding History

Baystate 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
2023 Q4	$3.35K	Buy	46 +26	+130%	+$1.91K	﹤0.01%	970
2023 Q3	$1.56K	Hold	20	–	–	﹤0.01%	837
2023 Q2	$1.54K	Buy	+20	New	+$1.35K	﹤0.01%	885
2022 Q2	–	Sell	-70	Closed	-$3.83K	–	954
2022 Q1	$5K	Buy	+70	New	+$5.06K	﹤0.01%	663
2021 Q1	–	Sell	-20	Closed	-$2K	–	831
2020 Q4	$2K	Buy	+20	New	+$1.51K	﹤0.01%	586

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

Baystate Wealth Management's TTD Position: Q4 2023 in Review

Baystate Wealth Management increased its Trade Desk (TTD) stake by 130% in Q4 2023, buying an estimated $1.91K and bringing the position to 46 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Baystate Wealth Management first reported a position in TTD in Q4 2020 and has held it in 5 quarters since. The position peaked at $5K in Q1 2022. 925 funds tracked by Wall St. Rank hold TTD as of Q4 2023.

Baystate Wealth Management held 46 shares of Trade Desk worth $3.35K as of Q4 2023.
Baystate Wealth Management bought 26 Trade Desk shares in Q4 2023, an estimated $1.91K.
Trade Desk made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #970 holding.
Baystate Wealth Management first reported a position in Trade Desk in Q4 2020 and has held it in 5 quarters since.
Baystate Wealth Management's Trade Desk position peaked at $5K in Q1 2022.
925 funds tracked by Wall St. Rank held Trade Desk as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.