Capasso Planning Partners’s Trade Desk TTD Stock Holding History

Capasso Planning Partners’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 Q4	–	Sell	-73,663	Closed	-$8.08M	–	144
2024 Q3	$8.08M	Sell	73,663 -5	-0%	-$499	2.38%	7
2024 Q2	$7.2M	Sell	73,668 -6,505	-8%	-$587K	2.34%	8
2024 Q1	$7.01M	Sell	80,173 -9	-0%	-$682	2.9%	6
2023 Q4	$5.77M	Sell	80,182 -6	-0%	-$441	2.69%	7
2023 Q3	$6.27M	Buy	80,188 +28	+0%	+$2.26K	3.35%	6
2023 Q2	$6.19M	Sell	80,160 -6,321	-7%	-$428K	3.33%	6
2023 Q1	$5.27M	Sell	86,481 -9,699	-10%	-$516K	3.09%	7
2022 Q4	$4.31M	Hold	96,180	–	–	2.75%	9
2022 Q3	$5.75M	Sell	96,180 -22,580	-19%	-$1.28M	4.01%	6
2022 Q2	$4.97M	Buy	118,760 +112,940	+1,941%	+$6.19M	3.53%	8
2022 Q1	$403K	Hold	5,820	–	–	0.28%	59
2021 Q4	$533K	Buy	+5,820	New	+$510K	0.39%	46

Other funds holding TTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capasso Planning Partners's TTD Position: Q4 2024 in Review

Capasso Planning Partners sold out of Trade Desk (TTD) in Q4 2024, closing a stake of 73,663 shares — an estimated $8.08M sold.

Capasso Planning Partners first reported a position in TTD in Q4 2021 and held it in 12 quarters. The position peaked at $8.08M in Q3 2024. 1,211 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

Capasso Planning Partners reported no remaining Trade Desk position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 73,663 Trade Desk shares in Q4 2024, an estimated $8.08M.
Capasso Planning Partners first reported a position in Trade Desk in Q4 2021 and held it in 12 quarters.
Capasso Planning Partners's Trade Desk position peaked at $8.08M in Q3 2024.
1,211 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.