LM Advisors’s Trade Desk TTD Stock Holding History

LM 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	-214	Closed	-$15.4K	–	665
2023 Q4	$15.4K	Buy	+214	New	+$15.7K	﹤0.01%	475

Other funds holding TTD

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LM Advisors's TTD Position: Q1 2024 in Review

LM Advisors sold out of Trade Desk (TTD) in Q1 2024, closing a stake of 214 shares — an estimated $15.4K sold.

LM Advisors first reported a position in TTD in Q4 2023 and held it in 1 quarter. The position peaked at $15.4K in Q4 2023. 967 funds tracked by Wall St. Rank hold TTD as of Q1 2024.

LM Advisors reported no remaining Trade Desk position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 214 Trade Desk shares in Q1 2024, an estimated $15.4K.
LM Advisors first reported a position in Trade Desk in Q4 2023 and held it in 1 quarter.
LM Advisors's Trade Desk position peaked at $15.4K in Q4 2023.
967 funds tracked by Wall St. Rank held Trade Desk as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.