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Clear Perspectives Financial Planning’s Trade Desk TTD Stock Holding History

Clear Perspectives Financial Planning’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
-4
Closed -$179 – 235
2022
Q4 		$179 Buy
+4
New +$203 ﹤0.01% 220

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspectives Financial Planning's TTD Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Trade Desk (TTD) in Q1 2023, closing a stake of 4 shares — an estimated $179 sold.

Clear Perspectives Financial Planning first reported a position in TTD in Q4 2022 and held it in 1 quarter. The position peaked at $179 in Q4 2022. 775 funds tracked by Wall St. Rank hold TTD as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Trade Desk position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 4 Trade Desk shares in Q1 2023, an estimated $179.
  • Clear Perspectives Financial Planning first reported a position in Trade Desk in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Trade Desk position peaked at $179 in Q4 2022.
  • 775 funds tracked by Wall St. Rank held Trade Desk as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.