M Holdings Securities’s Trade Desk TTD Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-8,888	Closed	-$541K	–	430
2023 Q1	$541K	Buy	8,888 +817	+10%	+$43.5K	0.06%	247
2022 Q4	$362K	Sell	8,071 -1,087	-12%	-$55.1K	0.04%	312
2022 Q3	$547K	Buy	9,158 +717	+8%	+$40.8K	0.06%	226
2022 Q2	$354K	Sell	8,441 -2,689	-24%	-$147K	0.04%	304
2022 Q1	$771K	Buy	+11,130	New	+$804K	0.06%	221

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

M Holdings Securities's TTD Position: Q2 2023 in Review

M Holdings Securities sold out of Trade Desk (TTD) in Q2 2023, closing a stake of 8,888 shares — an estimated $541K sold.

M Holdings Securities first reported a position in TTD in Q1 2022 and held it in 5 quarters. The position peaked at $771K in Q1 2022. 858 funds tracked by Wall St. Rank hold TTD as of Q2 2023.

M Holdings Securities reported no remaining Trade Desk position as of Q2 2023 after selling out during the quarter.
M Holdings Securities sold 8,888 Trade Desk shares in Q2 2023, an estimated $541K.
M Holdings Securities first reported a position in Trade Desk in Q1 2022 and held it in 5 quarters.
M Holdings Securities's Trade Desk position peaked at $771K in Q1 2022.
858 funds tracked by Wall St. Rank held Trade Desk as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.