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Pacific Capital Wealth Advisors’s Trade Desk TTD Stock Holding History

Pacific Capital Wealth 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
Q3 		– Sell
-85
Closed -$8.3K – 597
2024
Q2 		$8.3K Buy
85
+23
+37% +$2.08K ﹤0.01% 335
2024
Q1 		$5.42K Buy
+62
New +$4.7K ﹤0.01% 301

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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Pacific Capital Wealth Advisors's TTD Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Trade Desk (TTD) in Q3 2024, closing a stake of 85 shares — an estimated $8.3K sold.

Pacific Capital Wealth Advisors first reported a position in TTD in Q1 2024 and held it in 2 quarters. The position peaked at $8.3K in Q2 2024. 1,058 funds tracked by Wall St. Rank hold TTD as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Trade Desk position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 85 Trade Desk shares in Q3 2024, an estimated $8.3K.
  • Pacific Capital Wealth Advisors first reported a position in Trade Desk in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Trade Desk position peaked at $8.3K in Q2 2024.
  • 1,058 funds tracked by Wall St. Rank held Trade Desk as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.