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Lee Financial’s Trade Desk TTD Stock Holding History

Lee 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
2022
Q3 		– Sell
-25
Closed -$1K – 1017
2022
Q2 		$1K Hold
25
– – ﹤0.01% 823
2022
Q1 		$2K Sell
25
-5
-17% -$361 ﹤0.01% 686
2021
Q4 		$2K Buy
+30
New +$2.63K ﹤0.01% 791
2020
Q4 		– Sell
-1,250
Closed -$65K – 543
2020
Q3 		$65K Hold
1,250
– – 0.02% 197
2020
Q2 		$51K Buy
+1,250
New +$37.7K 0.01% 202
2019
Q1 		– Sell
-500
Closed -$6K – 551
2018
Q4 		$6K Buy
+500
New +$6.26K ﹤0.01% 358

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
Jennison Associates
Jennison Associates New York $167B 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Lee Financial's TTD Position: Q3 2022 in Review

Lee Financial sold out of Trade Desk (TTD) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Lee Financial first reported a position in TTD in Q4 2018 and held it in 6 quarters. The position peaked at $65K in Q3 2020. 741 funds tracked by Wall St. Rank hold TTD as of Q3 2022.

  • Lee Financial reported no remaining Trade Desk position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 25 Trade Desk shares in Q3 2022, an estimated $1K.
  • Lee Financial first reported a position in Trade Desk in Q4 2018 and held it in 6 quarters.
  • Lee Financial's Trade Desk position peaked at $65K in Q3 2020.
  • 741 funds tracked by Wall St. Rank held Trade Desk as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.