Gradient Investments’s Trade Desk TTD Stock Holding History

Gradient Investments’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	–	Sell	-14	Closed	-$1.37K	–	1209
2024 Q2	$1.37K	Sell	14 -3	-18%	-$271	﹤0.01%	1036
2024 Q1	$1.49K	Sell	17 -61	-78%	-$4.62K	﹤0.01%	861
2023 Q4	$5.61K	Sell	78 -100	-56%	-$7.35K	﹤0.01%	968
2023 Q3	$13.9K	Buy	178 +65	+58%	+$5.25K	﹤0.01%	742
2023 Q2	$8.73K	Buy	113 +13	+13%	+$880	﹤0.01%	831
2023 Q1	$6.09K	Hold	100	–	–	﹤0.01%	905
2022 Q4	$4.48K	Buy	100 +25	+33%	+$1.27K	﹤0.01%	950
2022 Q3	$4K	Sell	75 -25	-25%	-$1.42K	﹤0.01%	1020
2022 Q2	$4K	Buy	+100	New	+$5.48K	﹤0.01%	949
2022 Q1	–	Sell	-1,280	Closed	-$117K	–	1340
2021 Q4	$117K	Buy	1,280 +280	+28%	+$24.5K	﹤0.01%	347
2021 Q3	$70K	Hold	1,000	–	–	﹤0.01%	430
2021 Q2	$77K	Hold	1,000	–	–	﹤0.01%	411
2021 Q1	$65K	Hold	1,000	–	–	﹤0.01%	427
2020 Q4	$52K	Hold	1,000	–	–	﹤0.01%	401
2020 Q3	$52K	Buy	+1,000	New	+$45.7K	﹤0.01%	404
2020 Q2	–	Sell	-1,000	Closed	-$19K	–	1201
2020 Q1	$19K	Hold	1,000	–	–	﹤0.01%	534
2019 Q4	$26K	Buy	1,000 +320	+47%	+$7.2K	﹤0.01%	528
2019 Q3	$13K	Hold	680	–	–	﹤0.01%	613
2019 Q2	$15K	Buy	+680	New	+$14.6K	﹤0.01%	565

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

Jennison Associates New York $167B AUM 44.17% 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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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

Gradient Investments's TTD Position: Q3 2024 in Review

Gradient Investments sold out of Trade Desk (TTD) in Q3 2024, closing a stake of 14 shares — an estimated $1.37K sold.

Gradient Investments first reported a position in TTD in Q2 2019 and held it in 19 quarters. The position peaked at $117K in Q4 2021. 1,059 funds tracked by Wall St. Rank hold TTD as of Q3 2024.

Gradient Investments reported no remaining Trade Desk position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 14 Trade Desk shares in Q3 2024, an estimated $1.37K.
Gradient Investments first reported a position in Trade Desk in Q2 2019 and held it in 19 quarters.
Gradient Investments's Trade Desk position peaked at $117K in Q4 2021.
1,059 funds tracked by Wall St. Rank held Trade Desk as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.