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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 $110B AUM 4.8% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Calton & Associates's TTD Position: Q4 2022 in Review

Calton & Associates sold out of Trade Desk (TTD) in Q4 2022, closing a stake of 5,245 shares — an estimated $313K sold.

Calton & Associates first reported a position in TTD in Q2 2020 and held it in 10 quarters. The position peaked at $474K in Q4 2021. 736 funds tracked by Wall St. Rank hold TTD as of Q4 2022.

  • Calton & Associates reported no remaining Trade Desk position as of Q4 2022 after selling out during the quarter.
  • Calton & Associates sold 5,245 Trade Desk shares in Q4 2022, an estimated $313K.
  • Calton & Associates first reported a position in Trade Desk in Q2 2020 and held it in 10 quarters.
  • Calton & Associates's Trade Desk position peaked at $474K in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Trade Desk as of Q4 2022.

Based on Calton & Associates's 13F filing for Q4 2022, filed 18 Jan 2023.