BerganKDV Wealth Management’s Trade Desk TTD Stock Holding History

BerganKDV 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 Q2	$42.5K	Sell	550 -11	-2%	-$744	﹤0.01%	399
2023 Q1	$34.2K	Hold	561	–	–	﹤0.01%	438
2022 Q4	$25.1K	Sell	561 -4	-0.7%	-$203	﹤0.01%	466
2022 Q3	$34K	Buy	565 +12	+2%	+$683	﹤0.01%	415
2022 Q2	$23K	Buy	553 +50	+10%	+$2.74K	﹤0.01%	482
2022 Q1	$35K	Buy	503 +32	+7%	+$2.31K	﹤0.01%	440
2021 Q4	$43K	Buy	471 +10	+2%	+$876	﹤0.01%	447
2021 Q3	$32K	Sell	461 -76	-14%	-$5.88K	﹤0.01%	459
2021 Q2	$42K	Buy	537 +457	+571%	+$29.2K	0.01%	418
2021 Q1	$5K	Buy	80 +10	+14%	+$773	﹤0.01%	675
2020 Q4	$6K	Buy	70 +20	+40%	+$1.51K	﹤0.01%	645
2020 Q3	$3K	Sell	50 -50	-50%	-$2.28K	﹤0.01%	662
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	672
2020 Q1	$2K	Buy	+100	New	+$2.59K	﹤0.01%	756

Other funds holding TTD

Baillie Gifford & Co

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 $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

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

T. Rowe Price Associates

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

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

Geode Capital Management

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