Private Ocean’s Trade Desk TTD Stock Holding History

Private Ocean’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 Q2	$4.88K	Buy	+50	New	+$4.51K	﹤0.01%	449
2023 Q3	–	Sell	-20	Closed	-$1.54K	–	568
2023 Q2	$1.54K	Hold	20	–	–	﹤0.01%	506
2023 Q1	$1.22K	Buy	+20	New	+$1.06K	﹤0.01%	545
2022 Q1	–	Sell	-100	Closed	-$9K	–	706
2021 Q4	$9K	Buy	+100	New	+$8.76K	﹤0.01%	430
2019 Q3	–	Sell	-2,500	Closed	-$56K	–	628
2019 Q2	$56K	Buy	+2,500	New	+$53.7K	0.02%	197

Other funds holding TTD

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Ocean's TTD Position: Q2 2024 in Review

Private Ocean opened a new position in Trade Desk (TTD) in Q2 2024: 50 shares worth $4.88K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Private Ocean previously reported a position in TTD as recently as Q2 2023.

Private Ocean first reported a position in TTD in Q2 2019 and has held it in 5 quarters since. The position peaked at $56K in Q2 2019. 1,020 funds tracked by Wall St. Rank hold TTD as of Q2 2024.

Private Ocean held 50 shares of Trade Desk worth $4.88K as of Q2 2024.
Trade Desk was a new Private Ocean position in Q2 2024.
Trade Desk made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #449 holding.
Private Ocean first reported a position in Trade Desk in Q2 2019 and has held it in 5 quarters since.
Private Ocean's Trade Desk position peaked at $56K in Q2 2019.
1,020 funds tracked by Wall St. Rank held Trade Desk as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.