LCGC
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Legacy Capital Group California’s Trade Desk TTD Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-12,861
Closed -$1.01M – 312
2023
Q3 		$1.01M Buy
12,861
+235
+2% +$19K 0.43% 55
2023
Q2 		$975K Buy
+12,626
New +$854K 0.4% 62

Other funds holding TTD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Capital Group California's TTD Position: Q4 2023 in Review

Legacy Capital Group California sold out of Trade Desk (TTD) in Q4 2023, closing a stake of 12,861 shares — an estimated $1.01M sold.

Legacy Capital Group California first reported a position in TTD in Q2 2023 and held it in 2 quarters. The position peaked at $1.01M in Q3 2023. 925 funds tracked by Wall St. Rank hold TTD as of Q4 2023.

  • Legacy Capital Group California reported no remaining Trade Desk position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 12,861 Trade Desk shares in Q4 2023, an estimated $1.01M.
  • Legacy Capital Group California first reported a position in Trade Desk in Q2 2023 and held it in 2 quarters.
  • Legacy Capital Group California's Trade Desk position peaked at $1.01M in Q3 2023.
  • 925 funds tracked by Wall St. Rank held Trade Desk as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.