CI
TTD icon

Cavalier Investments’s Trade Desk TTD Stock Holding History

Cavalier Investments’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
2023
Q1 		– Sell
-11,104
Closed -$498K – 98
2022
Q4 		$498K Sell
11,104
-714
-6% -$36.2K 0.18% 88
2022
Q3 		$706K Sell
11,818
-4,434
-27% -$252K 0.26% 55
2022
Q2 		$681K Sell
16,252
-1,602
-9% -$87.7K 0.24% 84
2022
Q1 		$1.24M Sell
17,854
-3,715
-17% -$268K 0.32% 76
2021
Q4 		$1.98M Sell
21,569
-1,052
-5% -$92.1K 0.51% 51
2021
Q3 		$1.59M Sell
22,621
-3,289
-13% -$254K 0.5% 61
2021
Q2 		$2M Hold
25,910
– – 0.72% 49
2021
Q1 		$1.69M Hold
25,910
– – 0.73% 44
2020
Q4 		$2.08M Buy
25,910
+5,200
+25% +$393K 0.95% 41
2020
Q3 		$1.07M Sell
20,710
-11,770
-36% -$537K 0.73% 23
2020
Q2 		$1.32M Buy
+32,480
New +$979K 0.76% 27

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cavalier Investments's TTD Position: Q1 2023 in Review

Cavalier Investments sold out of Trade Desk (TTD) in Q1 2023, closing a stake of 11,104 shares — an estimated $498K sold.

Cavalier Investments first reported a position in TTD in Q2 2020 and held it in 11 quarters. The position peaked at $2.08M in Q4 2020. 775 funds tracked by Wall St. Rank hold TTD as of Q1 2023.

  • Cavalier Investments reported no remaining Trade Desk position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 11,104 Trade Desk shares in Q1 2023, an estimated $498K.
  • Cavalier Investments first reported a position in Trade Desk in Q2 2020 and held it in 11 quarters.
  • Cavalier Investments's Trade Desk position peaked at $2.08M in Q4 2020.
  • 775 funds tracked by Wall St. Rank held Trade Desk as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.