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Richard W. Paul & Associates’s Trade Desk TTD Stock Holding History

Richard W. Paul & Associates’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
Q3 		– Sell
-130
Closed -$10K – 557
2023
Q2 		$10K Sell
130
-6
-4% -$406 ﹤0.01% 314
2023
Q1 		$8.28K Sell
136
-15
-10% -$798 ﹤0.01% 336
2022
Q4 		$6.77K Buy
+151
New +$7.66K ﹤0.01% 348

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Richard W. Paul & Associates's TTD Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of Trade Desk (TTD) in Q3 2023, closing a stake of 130 shares — an estimated $10K sold.

Richard W. Paul & Associates first reported a position in TTD in Q4 2022 and held it in 3 quarters. The position peaked at $10K in Q2 2023. 897 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining Trade Desk position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 130 Trade Desk shares in Q3 2023, an estimated $10K.
  • Richard W. Paul & Associates first reported a position in Trade Desk in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's Trade Desk position peaked at $10K in Q2 2023.
  • 897 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.