CA
TTD icon

Calton & Associates’s Trade Desk TTD Stock Holding History

Calton & Associates’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
2022
Q4 		– Sell
-5,245
Closed -$313K – 289
2022
Q3 		$313K Hold
5,245
– – 0.18% 130
2022
Q2 		$219K Sell
5,245
-410
-7% -$22.5K 0.12% 200
2022
Q1 		$391K Buy
5,655
+477
+9% +$34.5K 0.12% 204
2021
Q4 		$474K Buy
5,178
+268
+5% +$23.5K 0.13% 183
2021
Q3 		$345K Buy
4,910
+649
+15% +$50.2K 0.08% 268
2021
Q2 		$329K Sell
4,261
-129
-3% -$8.24K 0.06% 283
2021
Q1 		$286K Sell
4,390
-1,530
-26% -$118K 0.06% 292
2020
Q4 		$474K Buy
5,920
+710
+14% +$53.6K 0.08% 188
2020
Q3 		$271K Sell
5,210
-1,310
-20% -$59.8K 0.06% 245
2020
Q2 		$265K Buy
+6,520
New +$197K 0.06% 243

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $1.47T AUM 27.86% 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