Capital Asset Advisory Services’s Trade Desk TTD Stock Holding History

Capital Asset Advisory Services’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 Q1	–	Sell	-3,606	Closed	-$330K	–	630
2021 Q4	$330K	Buy	3,606 +82	+2%	+$7.18K	0.04%	309
2021 Q3	$248K	Sell	3,524 -6	-0.2%	-$464	0.03%	378
2021 Q2	$273K	Buy	+3,530	New	+$226K	0.03%	375
2021 Q1	–	Sell	-20	Closed	-$2K	–	1445
2020 Q4	$2K	Buy	+20	New	+$1.51K	﹤0.01%	1472

Other funds holding TTD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Capital Asset Advisory Services's TTD Position: Q1 2022 in Review

Capital Asset Advisory Services sold out of Trade Desk (TTD) in Q1 2022, closing a stake of 3,606 shares — an estimated $330K sold.

Capital Asset Advisory Services first reported a position in TTD in Q4 2020 and held it in 4 quarters. The position peaked at $330K in Q4 2021. 782 funds tracked by Wall St. Rank hold TTD as of Q1 2022.

Capital Asset Advisory Services reported no remaining Trade Desk position as of Q1 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 3,606 Trade Desk shares in Q1 2022, an estimated $330K.
Capital Asset Advisory Services first reported a position in Trade Desk in Q4 2020 and held it in 4 quarters.
Capital Asset Advisory Services's Trade Desk position peaked at $330K in Q4 2021.
782 funds tracked by Wall St. Rank held Trade Desk as of Q1 2022.

Based on Capital Asset Advisory Services's 13F filing for Q1 2022, filed 29 Apr 2022.