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Kaizen Financial Strategies’s Trade Desk TTD Stock Holding History

Kaizen Financial Strategies’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
-2,642
Closed -$223K – 125
2023
Q2 		$223K Buy
+2,642
New +$179K 0.19% 102
2023
Q1 		– Sell
-8,819
Closed -$415K – 122
2022
Q4 		$415K Sell
8,819
-1,500
-15% -$76.1K 0.41% 55
2022
Q3 		$617K Sell
10,319
-560
-5% -$31.9K 0.63% 42
2022
Q2 		$456K Sell
10,879
-158
-1% -$8.65K 0.45% 58
2022
Q1 		$764K Sell
11,037
-90
-0.8% -$6.5K 0.6% 41
2021
Q4 		$1.02M Buy
11,127
+5,984
+116% +$524K 0.76% 36
2021
Q3 		$362K Buy
+5,143
New +$398K 0.29% 87

Other funds holding TTD

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kaizen Financial Strategies's TTD Position: Q3 2023 in Review

Kaizen Financial Strategies sold out of Trade Desk (TTD) in Q3 2023, closing a stake of 2,642 shares — an estimated $223K sold.

Kaizen Financial Strategies first reported a position in TTD in Q3 2021 and held it in 7 quarters. The position peaked at $1.02M in Q4 2021. 897 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

  • Kaizen Financial Strategies reported no remaining Trade Desk position as of Q3 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 2,642 Trade Desk shares in Q3 2023, an estimated $223K.
  • Kaizen Financial Strategies first reported a position in Trade Desk in Q3 2021 and held it in 7 quarters.
  • Kaizen Financial Strategies's Trade Desk position peaked at $1.02M in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

Based on Kaizen Financial Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.