FinTrust Capital Advisors’s Trade Desk TTD Stock Holding History

FinTrust Capital 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
2024 Q3	$135K	Sell	1,230 -30	-2%	-$2.99K	0.02%	376
2024 Q2	$123K	Buy	1,260 +30	+2%	+$2.71K	0.02%	368
2024 Q1	$108K	Hold	1,230	–	–	0.02%	375
2023 Q4	$88.5K	Sell	1,230 -300	-20%	-$22K	0.02%	388
2023 Q3	$120K	Hold	1,530	–	–	0.03%	314
2023 Q2	$68.6K	Hold	1,530	–	–	0.02%	400
2023 Q1	$68.6K	Hold	1,530	–	–	0.02%	397
2022 Q4	$68.6K	Hold	1,530	–	–	0.02%	398
2022 Q3	$86K	Hold	1,530	–	–	0.02%	402
2022 Q2	$72K	Buy	1,530 +30	+2%	+$1.64K	0.02%	463
2022 Q1	$104K	Sell	1,500 -1,000	-40%	-$72.2K	0.02%	424
2021 Q4	$229K	Sell	2,500 -50	-2%	-$4.38K	0.05%	266
2021 Q3	$179K	Buy	2,550 +50	+2%	+$3.87K	0.05%	291
2021 Q2	$193K	Hold	2,500	–	–	0.05%	287
2021 Q1	$163K	Sell	2,500 -1,000	-29%	-$77.3K	0.05%	312
2020 Q4	$280K	Sell	3,500 -6,650	-66%	-$502K	0.09%	190
2020 Q3	$527	Buy	10,150 +10,000	+6,667%	+$457K	0.1%	107
2020 Q2	$6K	Buy	+150	New	+$4.52K	﹤0.01%	818

Other funds holding TTD

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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