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Planning Capital Management Corporation’s Trade Desk TTD Stock Holding History

Planning Capital Management Corporation’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 		$168K Buy
1,531
+47
+3% +$4.69K 0.11% 95
2024
Q2 		$145K Hold
1,484
– – 0.1% 106
2024
Q1 		$130K Hold
1,484
– – 0.09% 112
2023
Q4 		$107K Buy
+1,484
New +$109K 0.08% 128

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 $167B AUM 44.17% 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

Planning Capital Management Corporation's TTD Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Trade Desk (TTD) stake by 3.2% in Q3 2024, buying an estimated $4.69K and bringing the position to 1,531 shares worth $168K. The position accounts for 0.11% of the portfolio, ranked #95.

Planning Capital Management Corporation first reported a position in TTD in Q4 2023 and has held it in 4 quarters since. 1,059 funds tracked by Wall St. Rank hold TTD as of Q3 2024.

  • Planning Capital Management Corporation held 1,531 shares of Trade Desk worth $168K as of Q3 2024.
  • Planning Capital Management Corporation bought 47 Trade Desk shares in Q3 2024, an estimated $4.69K.
  • Trade Desk made up 0.11% of Planning Capital Management Corporation's portfolio in Q3 2024, its #95 holding.
  • Planning Capital Management Corporation first reported a position in Trade Desk in Q4 2023 and has held it in 4 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Trade Desk as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.