Berman Capital Advisors’s Trade Desk TTD Stock Holding History

Berman Capital 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
2021 Q3	$145K	Buy	2,069 +1,109	+116%	+$85.7K	0.02%	343
2021 Q2	$73K	Buy	960 +60	+7%	+$3.83K	0.01%	454
2021 Q1	$58K	Hold	900	–	–	0.01%	434
2020 Q4	$71K	Buy	900 +480	+114%	+$36.2K	0.02%	325
2020 Q3	$21K	Hold	420	–	–	0.01%	574
2020 Q2	$17K	Hold	420	–	–	﹤0.01%	600
2020 Q1	$8K	Buy	420 +90	+27%	+$2.33K	﹤0.01%	744
2019 Q4	$8K	Buy	330 +20	+6%	+$450	﹤0.01%	841
2019 Q3	$5K	Buy	310 +50	+19%	+$1.19K	﹤0.01%	963
2019 Q2	$5K	Buy	260 +40	+18%	+$860	﹤0.01%	978
2019 Q1	$4K	Buy	220 +160	+267%	+$2.62K	﹤0.01%	944
2018 Q4	$0	Buy	+60	New	+$751	﹤0.01%	1261

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Berman Capital Advisors's TTD Position: Q3 2021 in Review

Berman Capital Advisors increased its Trade Desk (TTD) stake by 116% in Q3 2021, buying an estimated $85.7K and bringing the position to 2,069 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #343.

Berman Capital Advisors first reported a position in TTD in Q4 2018 and has held it in 12 quarters since. 755 funds tracked by Wall St. Rank hold TTD as of Q3 2021.

Berman Capital Advisors held 2,069 shares of Trade Desk worth $145K as of Q3 2021.
Berman Capital Advisors bought 1,109 Trade Desk shares in Q3 2021, an estimated $85.7K.
Trade Desk made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #343 holding.
Berman Capital Advisors first reported a position in Trade Desk in Q4 2018 and has held it in 12 quarters since.
755 funds tracked by Wall St. Rank held Trade Desk as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.