Clearview Wealth Advisors’s Trade Desk TTD Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-380	Closed	-$29.3K	–	594
2023 Q2	$29.3K	Hold	380	–	–	0.03%	231
2023 Q1	$23.1K	Hold	380	–	–	0.02%	258
2022 Q4	$17K	Hold	380	–	–	0.01%	272
2022 Q3	$23K	Hold	380	–	–	0.02%	240
2022 Q2	$16K	Sell	380 -24	-6%	-$1.31K	0.01%	309
2022 Q1	$28K	Hold	404	–	–	0.02%	258
2021 Q4	$37K	Buy	404 +24	+6%	+$2.1K	0.02%	260
2021 Q3	$27K	Hold	380	–	–	0.02%	302
2021 Q2	$29K	Sell	380 -40	-10%	-$2.56K	0.02%	300
2021 Q1	$27K	Hold	420	–	–	0.02%	298
2020 Q4	$34K	Buy	+420	New	+$31.7K	0.02%	237

Other funds holding TTD

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

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

Clearview Wealth Advisors's TTD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Trade Desk (TTD) in Q3 2023, closing a stake of 380 shares — an estimated $29.3K sold.

Clearview Wealth Advisors first reported a position in TTD in Q4 2020 and held it in 11 quarters. The position peaked at $37K in Q4 2021. 897 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

Clearview Wealth Advisors reported no remaining Trade Desk position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 380 Trade Desk shares in Q3 2023, an estimated $29.3K.
Clearview Wealth Advisors first reported a position in Trade Desk in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Trade Desk position peaked at $37K in Q4 2021.
897 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.