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CarsonAllaria Wealth Management’s Trade Desk TTD Stock Holding History

CarsonAllaria Wealth Management’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
Q1 		– Sell
-31
Closed -$2.23K – 411
2023
Q4 		$2.23K Buy
+31
New +$2.28K ﹤0.01% 297

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CarsonAllaria Wealth Management's TTD Position: Q1 2024 in Review

CarsonAllaria Wealth Management sold out of Trade Desk (TTD) in Q1 2024, closing a stake of 31 shares — an estimated $2.23K sold.

CarsonAllaria Wealth Management first reported a position in TTD in Q4 2023 and held it in 1 quarter. The position peaked at $2.23K in Q4 2023. 967 funds tracked by Wall St. Rank hold TTD as of Q1 2024.

  • CarsonAllaria Wealth Management reported no remaining Trade Desk position as of Q1 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 31 Trade Desk shares in Q1 2024, an estimated $2.23K.
  • CarsonAllaria Wealth Management first reported a position in Trade Desk in Q4 2023 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Trade Desk position peaked at $2.23K in Q4 2023.
  • 967 funds tracked by Wall St. Rank held Trade Desk as of Q1 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.