Halpern Financial’s Trade Desk TTD Stock Holding History

Halpern Financial’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	-104	Closed	-$8.03K	–	256
2023 Q2	$8.03K	Buy	+104	New	+$7.04K	﹤0.01%	172

Other funds holding TTD

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Halpern Financial's TTD Position: Q3 2023 in Review

Halpern Financial sold out of Trade Desk (TTD) in Q3 2023, closing a stake of 104 shares — an estimated $8.03K sold.

Halpern Financial first reported a position in TTD in Q2 2023 and held it in 1 quarter. The position peaked at $8.03K in Q2 2023. 896 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

Halpern Financial reported no remaining Trade Desk position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 104 Trade Desk shares in Q3 2023, an estimated $8.03K.
Halpern Financial first reported a position in Trade Desk in Q2 2023 and held it in 1 quarter.
Halpern Financial's Trade Desk position peaked at $8.03K in Q2 2023.
896 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.