SFG
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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 $97.9B AUM 20.73% 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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return