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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return