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SYSTM Wealth Solutions’s Trade Desk TTD Stock Holding History

SYSTM Wealth 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
2024
Q3 		$1.32K Sell
12
-130
-92% -$13K 0.04% 70
2024
Q2 		$13.9K Sell
142
-396
-74% -$35.7K ﹤0.01% 424
2024
Q1 		$47K Hold
538
– – 0.01% 588
2023
Q4 		$38.7K Sell
538
-11,170
-95% -$821K 0.01% 622
2023
Q3 		$915K Buy
11,708
+2,408
+26% +$195K 0.14% 191
2023
Q2 		$718K Sell
9,300
-822
-8% -$55.6K 0.1% 259
2023
Q1 		$617K Buy
10,122
+5,069
+100% +$270K 0.09% 265
2022
Q4 		$227K Buy
+5,053
New +$256K 0.03% 476

Other funds holding TTD

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

SYSTM Wealth Solutions's TTD Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Trade Desk (TTD) stake by 92% in Q3 2024, selling an estimated $13K and leaving 12 shares worth $1.32K. The position accounts for 0.04% of the portfolio, ranked #70.

SYSTM Wealth Solutions first reported a position in TTD in Q4 2022 and has held it in 8 quarters since. The position peaked at $915K in Q3 2023. 1,058 funds tracked by Wall St. Rank hold TTD as of Q3 2024.

  • SYSTM Wealth Solutions held 12 shares of Trade Desk worth $1.32K as of Q3 2024.
  • SYSTM Wealth Solutions sold 130 Trade Desk shares in Q3 2024, an estimated $13K.
  • Trade Desk made up 0.04% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #70 holding.
  • SYSTM Wealth Solutions first reported a position in Trade Desk in Q4 2022 and has held it in 8 quarters since.
  • SYSTM Wealth Solutions's Trade Desk position peaked at $915K in Q3 2023.
  • 1,058 funds tracked by Wall St. Rank held Trade Desk as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.