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Carroll Financial Associates’s Trade Desk TTD Stock Holding History

Carroll Financial 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
2021
Q4 		$2K Sell
30
-93
-76% -$8.15K ﹤0.01% 1501
2021
Q3 		$8K Sell
123
-5,008
-98% -$387K ﹤0.01% 1287
2021
Q2 		$396K Buy
5,131
+4,951
+2,751% +$316K 0.02% 278
2021
Q1 		$11K Buy
180
+150
+500% +$11.6K ﹤0.01% 1193
2020
Q4 		$2K Sell
30
-70
-70% -$5.29K ﹤0.01% 1413
2020
Q3 		$5K Buy
+100
New +$4.57K ﹤0.01% 1199

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carroll Financial Associates's TTD Position: Q4 2021 in Review

Carroll Financial Associates reduced its Trade Desk (TTD) stake by 76% in Q4 2021, selling an estimated $8.15K and leaving 30 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Carroll Financial Associates first reported a position in TTD in Q3 2020 and has held it in 6 quarters since. The position peaked at $396K in Q2 2021. 870 funds tracked by Wall St. Rank hold TTD as of Q4 2021.

  • Carroll Financial Associates held 30 shares of Trade Desk worth $2K as of Q4 2021.
  • Carroll Financial Associates sold 93 Trade Desk shares in Q4 2021, an estimated $8.15K.
  • Trade Desk made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1501 holding.
  • Carroll Financial Associates first reported a position in Trade Desk in Q3 2020 and has held it in 6 quarters since.
  • Carroll Financial Associates's Trade Desk position peaked at $396K in Q2 2021.
  • 870 funds tracked by Wall St. Rank held Trade Desk as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.