Personal Capital Advisors’s Trade Desk TTD Stock Holding History

Personal Capital 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
2022 Q4	$278K	Buy	6,200 +1,541	+33%	+$78.1K	﹤0.01%	401
2022 Q3	$278K	Buy	+4,659	New	+$265K	﹤0.01%	373
2022 Q2	–	Sell	-4,990	Closed	-$346K	–	491
2022 Q1	$346K	Sell	4,990 -1,048	-17%	-$75.7K	﹤0.01%	359
2021 Q4	$505K	Buy	6,038 +1,150	+24%	+$101K	﹤0.01%	331
2021 Q3	$344K	Buy	4,888 +908	+23%	+$70.2K	﹤0.01%	376
2021 Q2	$308K	Buy	3,980 +800	+25%	+$51.1K	﹤0.01%	387
2021 Q1	$207K	Buy	3,180 +320	+11%	+$24.7K	﹤0.01%	460
2020 Q4	$229K	Buy	+2,860	New	+$216K	﹤0.01%	426

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Personal Capital Advisors's TTD Position: Q4 2022 in Review

Personal Capital Advisors increased its Trade Desk (TTD) stake by 33% in Q4 2022, buying an estimated $78.1K and bringing the position to 6,200 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Personal Capital Advisors first reported a position in TTD in Q4 2020 and has held it in 8 quarters since. The position peaked at $505K in Q4 2021. 736 funds tracked by Wall St. Rank hold TTD as of Q4 2022.

Personal Capital Advisors held 6,200 shares of Trade Desk worth $278K as of Q4 2022.
Personal Capital Advisors bought 1,541 Trade Desk shares in Q4 2022, an estimated $78.1K.
Trade Desk made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #401 holding.
Personal Capital Advisors first reported a position in Trade Desk in Q4 2020 and has held it in 8 quarters since.
Personal Capital Advisors's Trade Desk position peaked at $505K in Q4 2021.
736 funds tracked by Wall St. Rank held Trade Desk as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.