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Level Financial Advisors’s Trade Desk TTD Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-450
Closed -$32.4K – 240
2023
Q4 		$32.4K Buy
450
+150
+50% +$11K 0.02% 137
2023
Q3 		$23.4K Hold
300
– – 0.01% 144
2023
Q2 		$23.2K Hold
300
– – 0.01% 141
2023
Q1 		$18.3K Buy
+300
New +$16K 0.01% 141
2022
Q4 		– Sell
-1,350
Closed -$81K – 297
2022
Q3 		$81K Sell
1,350
-400
-23% -$22.8K 0.06% 78
2022
Q2 		$73K Hold
1,750
– – 0.05% 83
2022
Q1 		$121K Sell
1,750
-700
-29% -$50.6K 0.09% 58
2021
Q4 		$225K Buy
+2,450
New +$215K 0.17% 41

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Level Financial Advisors's TTD Position: Q1 2024 in Review

Level Financial Advisors sold out of Trade Desk (TTD) in Q1 2024, closing a stake of 450 shares — an estimated $32.4K sold.

Level Financial Advisors first reported a position in TTD in Q4 2021 and held it in 8 quarters. The position peaked at $225K in Q4 2021. 967 funds tracked by Wall St. Rank hold TTD as of Q1 2024.

  • Level Financial Advisors reported no remaining Trade Desk position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 450 Trade Desk shares in Q1 2024, an estimated $32.4K.
  • Level Financial Advisors first reported a position in Trade Desk in Q4 2021 and held it in 8 quarters.
  • Level Financial Advisors's Trade Desk position peaked at $225K in Q4 2021.
  • 967 funds tracked by Wall St. Rank held Trade Desk as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.