Simplicity Wealth’s Trade Desk TTD Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-29,418	Closed	-$2.87M	–	1148
2024 Q2	$2.87M	Sell	29,418 -4,587	-13%	-$414K	0.06%	284
2024 Q1	$2.97M	Buy	+34,005	New	+$2.58M	0.07%	269

Other funds holding TTD

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Simplicity Wealth's TTD Position: Q3 2024 in Review

Simplicity Wealth sold out of Trade Desk (TTD) in Q3 2024, closing a stake of 29,418 shares — an estimated $2.87M sold.

Simplicity Wealth first reported a position in TTD in Q1 2024 and held it in 2 quarters. The position peaked at $2.97M in Q1 2024. 1,058 funds tracked by Wall St. Rank hold TTD as of Q3 2024.

Simplicity Wealth reported no remaining Trade Desk position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 29,418 Trade Desk shares in Q3 2024, an estimated $2.87M.
Simplicity Wealth first reported a position in Trade Desk in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Trade Desk position peaked at $2.97M in Q1 2024.
1,058 funds tracked by Wall St. Rank held Trade Desk as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.