Safeguard Financial’s Trade Desk TTD Stock Holding History

Safeguard Financial’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	-150	Closed	-$11K	–	511
2023 Q2	$11K	Buy	+150	New	+$10.2K	0.01%	333

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Safeguard Financial's TTD Position: Q3 2023 in Review

Safeguard Financial sold out of Trade Desk (TTD) in Q3 2023, closing a stake of 150 shares — an estimated $11K sold.

Safeguard Financial first reported a position in TTD in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 896 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

Safeguard Financial reported no remaining Trade Desk position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 150 Trade Desk shares in Q3 2023, an estimated $11K.
Safeguard Financial first reported a position in Trade Desk in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Trade Desk position peaked at $11K in Q2 2023.
896 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.