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SWM Advisors’s Trade Desk TTD Stock Holding History

SWM Advisors’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
2022
Q3 		$472K Hold
7,906
– – 0.44% 11
2022
Q2 		$331K Hold
7,906
– – 0.3% 17
2022
Q1 		$547K Hold
7,906
– – 0.43% 14
2021
Q4 		$632K Buy
+7,906
New +$692K 0.55% 12

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 $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

SWM Advisors's TTD Position: Q3 2022 in Review

SWM Advisors held its Trade Desk (TTD) position steady in Q3 2022 at 7,906 shares worth $472K. The position accounts for 0.44% of the portfolio, ranked #11.

SWM Advisors first reported a position in TTD in Q4 2021 and has held it in 4 quarters since. The position peaked at $632K in Q4 2021. 741 funds tracked by Wall St. Rank hold TTD as of Q3 2022.

  • SWM Advisors held 7,906 shares of Trade Desk worth $472K as of Q3 2022.
  • SWM Advisors left its Trade Desk share count unchanged in Q3 2022.
  • Trade Desk made up 0.44% of SWM Advisors's portfolio in Q3 2022, its #11 holding.
  • SWM Advisors first reported a position in Trade Desk in Q4 2021 and has held it in 4 quarters since.
  • SWM Advisors's Trade Desk position peaked at $632K in Q4 2021.
  • 741 funds tracked by Wall St. Rank held Trade Desk as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.