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Resurgent Financial Advisors’s Trade Desk TTD Stock Holding History

Resurgent 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
Q1 		– Sell
-2,632
Closed -$118K – 624
2022
Q4 		$118K Sell
2,632
-1,216
-32% -$61.7K 0.06% 280
2022
Q3 		$230K Buy
+3,848
New +$219K 0.15% 170
2022
Q2 		– Sell
-3,768
Closed -$261K – 224
2022
Q1 		$261K Buy
+3,768
New +$272K 0.16% 142

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

Resurgent Financial Advisors's TTD Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Trade Desk (TTD) in Q1 2023, closing a stake of 2,632 shares — an estimated $118K sold.

Resurgent Financial Advisors first reported a position in TTD in Q1 2022 and held it in 3 quarters. The position peaked at $261K in Q1 2022. 775 funds tracked by Wall St. Rank hold TTD as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Trade Desk position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,632 Trade Desk shares in Q1 2023, an estimated $118K.
  • Resurgent Financial Advisors first reported a position in Trade Desk in Q1 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Trade Desk position peaked at $261K in Q1 2022.
  • 775 funds tracked by Wall St. Rank held Trade Desk as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.