BDO Wealth Advisors’s Trade Desk TTD Stock Holding History

BDO Wealth Advisors’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 Q2	$7.72K	Hold	100	–	–	﹤0.01%	729
2023 Q1	$6.09K	Sell	100 -467	-82%	-$24.9K	﹤0.01%	775
2022 Q4	$25.4K	Hold	567	–	–	﹤0.01%	531
2022 Q3	$34K	Buy	567 +405	+250%	+$23K	﹤0.01%	476
2022 Q2	$7K	Hold	162	–	–	﹤0.01%	751
2022 Q1	$11K	Sell	162 -1,740	-91%	-$126K	﹤0.01%	721
2021 Q4	$174K	Buy	1,902 +1,740	+1,074%	+$152K	0.02%	295
2021 Q3	$11K	Buy	162 +122	+305%	+$9.43K	﹤0.01%	713
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	960
2021 Q1	$3K	Buy	+40	New	+$3.09K	﹤0.01%	956
2020 Q4	–	Sell	-300	Closed	-$16K	–	998
2020 Q3	$16K	Hold	300	–	–	﹤0.01%	447
2020 Q2	$12K	Sell	300 -300	-50%	-$9.04K	﹤0.01%	485
2020 Q1	$12K	Buy	600 +400	+200%	+$10.3K	﹤0.01%	528
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	498
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	554
2019 Q2	$5K	Sell	200 -100	-33%	-$2.15K	﹤0.01%	507
2019 Q1	$6K	Buy	300 +150	+100%	+$2.46K	﹤0.01%	460
2018 Q4	$2K	Hold	150	–	–	﹤0.01%	507
2018 Q3	$2K	Sell	150 -100	-40%	-$1.19K	﹤0.01%	573
2018 Q2	$2K	Buy	+250	New	+$1.76K	﹤0.01%	596

Other funds holding TTD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

BDO Wealth Advisors's TTD Position: Q2 2023 in Review

BDO Wealth Advisors held its Trade Desk (TTD) position steady in Q2 2023 at 100 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

BDO Wealth Advisors first reported a position in TTD in Q2 2018 and has held it in 20 quarters since. The position peaked at $174K in Q4 2021. 859 funds tracked by Wall St. Rank hold TTD as of Q2 2023.

BDO Wealth Advisors held 100 shares of Trade Desk worth $7.72K as of Q2 2023.
BDO Wealth Advisors left its Trade Desk share count unchanged in Q2 2023.
Trade Desk made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #729 holding.
BDO Wealth Advisors first reported a position in Trade Desk in Q2 2018 and has held it in 20 quarters since.
BDO Wealth Advisors's Trade Desk position peaked at $174K in Q4 2021.
859 funds tracked by Wall St. Rank held Trade Desk as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.