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Simplicity Solutions’s Trade Desk TTD Stock Holding History

Simplicity Solutions’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
Q4 		$845K Sell
11,744
-319
-3% -$23.4K 0.02% 491
2023
Q3 		$943K Sell
12,063
-2,522
-17% -$204K 0.03% 429
2023
Q2 		$1.13M Sell
14,585
-5,216
-26% -$353K 0.03% 436
2023
Q1 		$1.21M Buy
+19,801
New +$1.05M 0.03% 431
2022
Q2 		– Sell
-5,070
Closed -$351K – 700
2022
Q1 		$351K Sell
5,070
-4,412
-47% -$319K 0.04% 397
2021
Q4 		$868K Buy
9,482
+5,539
+140% +$485K 0.1% 251
2021
Q3 		$277K Sell
3,943
-28
-0.7% -$2.17K 0.04% 469
2021
Q2 		$307K Buy
3,971
+861
+28% +$55K 0.06% 369
2021
Q1 		$203K Sell
3,110
-4,020
-56% -$311K 0.04% 469
2020
Q4 		$571K Sell
7,130
-2,920
-29% -$221K 0.01% 666
2020
Q3 		$521K Sell
10,050
-12,330
-55% -$563K 0.01% 620
2020
Q2 		$910K Buy
+22,380
New +$675K 0.02% 497
2018
Q4 		– Sell
-20,690
Closed -$312K – 788
2018
Q3 		$312K Sell
20,690
-2,680
-11% -$31.8K 0.02% 364
2018
Q2 		$219K Buy
+23,370
New +$165K 0.02% 453

Other funds holding TTD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Simplicity Solutions's TTD Position: Q4 2023 in Review

Simplicity Solutions reduced its Trade Desk (TTD) stake by 2.6% in Q4 2023, selling an estimated $23.4K and leaving 11,744 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #491.

Simplicity Solutions first reported a position in TTD in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.21M in Q1 2023. 925 funds tracked by Wall St. Rank hold TTD as of Q4 2023.

  • Simplicity Solutions held 11,744 shares of Trade Desk worth $845K as of Q4 2023.
  • Simplicity Solutions sold 319 Trade Desk shares in Q4 2023, an estimated $23.4K.
  • Trade Desk made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #491 holding.
  • Simplicity Solutions first reported a position in Trade Desk in Q2 2018 and has held it in 14 quarters since.
  • Simplicity Solutions's Trade Desk position peaked at $1.21M in Q1 2023.
  • 925 funds tracked by Wall St. Rank held Trade Desk as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.