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

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

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

BlackRock New York $6.73T AUM 46.02% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

BerganKDV Wealth Management's TTD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Trade Desk (TTD) stake by 2% in Q2 2023, selling an estimated $744 and leaving 550 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

BerganKDV Wealth Management first reported a position in TTD in Q1 2020 and has held it in 14 quarters since. The position peaked at $43K in Q4 2021. 858 funds tracked by Wall St. Rank hold TTD as of Q2 2023.

BerganKDV Wealth Management held 550 shares of Trade Desk worth $42.5K as of Q2 2023.
BerganKDV Wealth Management sold 11 Trade Desk shares in Q2 2023, an estimated $744.
Trade Desk made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #399 holding.
BerganKDV Wealth Management first reported a position in Trade Desk in Q1 2020 and has held it in 14 quarters since.
BerganKDV Wealth Management's Trade Desk position peaked at $43K in Q4 2021.
858 funds tracked by Wall St. Rank held Trade Desk as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.