BSW
TTD icon

Buckingham Strategic Wealth’s Trade Desk TTD Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$280K Sell
2,864
-1,006
-26% -$90.8K ﹤0.01% 619
2024
Q1 		$338K Buy
3,870
+217
+6% +$16.4K ﹤0.01% 558
2023
Q4 		$263K Sell
3,653
-48
-1% -$3.53K ﹤0.01% 603
2023
Q3 		$289K Sell
3,701
-433
-10% -$35K ﹤0.01% 531
2023
Q2 		$319K Buy
+4,134
New +$280K ﹤0.01% 523

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's TTD Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Trade Desk (TTD) stake by 26% in Q2 2024, selling an estimated $90.8K and leaving 2,864 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Buckingham Strategic Wealth first reported a position in TTD in Q2 2023 and has held it in 5 quarters since. The position peaked at $338K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold TTD as of Q2 2024.

  • Buckingham Strategic Wealth held 2,864 shares of Trade Desk worth $280K as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,006 Trade Desk shares in Q2 2024, an estimated $90.8K.
  • Trade Desk made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #619 holding.
  • Buckingham Strategic Wealth first reported a position in Trade Desk in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Trade Desk position peaked at $338K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held Trade Desk as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.