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Capital Performance Advisors’s Trade Desk TTD Stock Holding History

Capital Performance Advisors’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
-176
Closed -$19.3K – 2501
2024
Q3 		$19.3K Buy
+176
New +$17.6K 0.01% 611

Other funds holding TTD

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's TTD Position: Q4 2024 in Review

Capital Performance Advisors sold out of Trade Desk (TTD) in Q4 2024, closing a stake of 176 shares — an estimated $19.3K sold.

Capital Performance Advisors first reported a position in TTD in Q3 2024 and held it in 1 quarter. The position peaked at $19.3K in Q3 2024. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

  • Capital Performance Advisors reported no remaining Trade Desk position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 176 Trade Desk shares in Q4 2024, an estimated $19.3K.
  • Capital Performance Advisors first reported a position in Trade Desk in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Trade Desk position peaked at $19.3K in Q3 2024.
  • 1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.