NECFA
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New England Capital Financial Advisors’s Trade Desk TTD Stock Holding History

New England Capital 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
2023
Q2 		– Sell
-500
Closed -$30.5K – 440
2023
Q1 		$30.5K Hold
500
– – 0.02% 151
2022
Q4 		$22.8K Buy
+500
New +$25.4K 0.02% 172

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New England Capital Financial Advisors's TTD Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Trade Desk (TTD) in Q2 2023, closing a stake of 500 shares — an estimated $30.5K sold.

New England Capital Financial Advisors first reported a position in TTD in Q4 2022 and held it in 2 quarters. The position peaked at $30.5K in Q1 2023. 858 funds tracked by Wall St. Rank hold TTD as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Trade Desk position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 500 Trade Desk shares in Q2 2023, an estimated $30.5K.
  • New England Capital Financial Advisors first reported a position in Trade Desk in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Trade Desk position peaked at $30.5K in Q1 2023.
  • 858 funds tracked by Wall St. Rank held Trade Desk as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.