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CFS Investment Advisory Services’s Trade Desk TTD Stock Holding History

CFS Investment 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
Q4 		– Sell
-33,819
Closed -$1K – 257
2022
Q3 		$1K Buy
+33,819
New +$1.92M ﹤0.01% 217

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

CFS Investment Advisory Services's TTD Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Trade Desk (TTD) in Q4 2022, closing a stake of 33,819 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in TTD in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 737 funds tracked by Wall St. Rank hold TTD as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Trade Desk position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 33,819 Trade Desk shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in Trade Desk in Q3 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Trade Desk position peaked at $1K in Q3 2022.
  • 737 funds tracked by Wall St. Rank held Trade Desk as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.