SFG
TTD icon

Steward Financial Group’s Trade Desk TTD Stock Holding History

Steward Financial Group’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 		$44K Buy
566
+200
+55% +$16.2K 0.01% 161
2023
Q2 		$28K Buy
366
+6
+2% +$406 0.01% 200
2023
Q1 		$21K Buy
360
+17
+5% +$905 0.01% 132
2022
Q4 		$15K Buy
+343
New +$17.4K 0.01% 127
2022
Q3 		– Sell
-346
Closed -$13K – 1222
2022
Q2 		$13K Sell
346
-14
-4% -$767 0.01% 209
2022
Q1 		$24K Buy
360
+100
+38% +$7.22K 0.02% 139
2021
Q4 		$23K Buy
+260
New +$22.8K 0.02% 116

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 $3.37T AUM 44.26% 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

Steward Financial Group's TTD Position: Q3 2023 in Review

Steward Financial Group increased its Trade Desk (TTD) stake by 55% in Q3 2023, buying an estimated $16.2K and bringing the position to 566 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #161.

Steward Financial Group first reported a position in TTD in Q4 2021 and has held it in 7 quarters since. 897 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

  • Steward Financial Group held 566 shares of Trade Desk worth $44K as of Q3 2023.
  • Steward Financial Group bought 200 Trade Desk shares in Q3 2023, an estimated $16.2K.
  • Trade Desk made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #161 holding.
  • Steward Financial Group first reported a position in Trade Desk in Q4 2021 and has held it in 7 quarters since.
  • 897 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.