Channel Wealth’s Trade Desk TTD Stock Holding History

Channel Wealth’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 Q4	–	Sell	-3,995	Closed	-$312K	–	198
2023 Q3	$312K	Buy	3,995 +85	+2%	+$6.87K	0.17%	112
2023 Q2	$302K	Sell	3,910 -550	-12%	-$37.2K	0.17%	123
2023 Q1	$272K	Buy	+4,460	New	+$237K	0.17%	141

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Channel Wealth's TTD Position: Q4 2023 in Review

Channel Wealth sold out of Trade Desk (TTD) in Q4 2023, closing a stake of 3,995 shares — an estimated $312K sold.

Channel Wealth first reported a position in TTD in Q1 2023 and held it in 3 quarters. The position peaked at $312K in Q3 2023. 926 funds tracked by Wall St. Rank hold TTD as of Q4 2023.

Channel Wealth reported no remaining Trade Desk position as of Q4 2023 after selling out during the quarter.
Channel Wealth sold 3,995 Trade Desk shares in Q4 2023, an estimated $312K.
Channel Wealth first reported a position in Trade Desk in Q1 2023 and held it in 3 quarters.
Channel Wealth's Trade Desk position peaked at $312K in Q3 2023.
926 funds tracked by Wall St. Rank held Trade Desk as of Q4 2023.

Based on Channel Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.