COCM
TTD icon

Charter Oak Capital Management’s Trade Desk TTD Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-10
Closed – – 825
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1019
2022
Q1 		$1K Hold
10
– – ﹤0.01% 946
2021
Q4 		$1K Hold
10
– – ﹤0.01% 834
2021
Q3 		$1K Hold
10
– – ﹤0.01% 807
2021
Q2 		$1K Hold
10
– – ﹤0.01% 791
2021
Q1 		$1K Buy
+10
New +$773 ﹤0.01% 770

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Charter Oak Capital Management's TTD Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Trade Desk (TTD) in Q3 2022, closing a stake of 10 shares.

Charter Oak Capital Management first reported a position in TTD in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 741 funds tracked by Wall St. Rank hold TTD as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Trade Desk position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 10 Trade Desk shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in Trade Desk in Q1 2021 and held it in 6 quarters.
  • Charter Oak Capital Management's Trade Desk position peaked at $1K in Q1 2022.
  • 741 funds tracked by Wall St. Rank held Trade Desk as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.