TCI Wealth Advisors’s Trade Desk TTD Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-455	Closed	-$27.7K	–	2090
2023 Q1	$27.7K	Buy	455 +9	+2%	+$479	﹤0.01%	585
2022 Q4	$20K	Sell	446 -429	-49%	-$21.8K	﹤0.01%	705
2022 Q3	$52K	Buy	875 +49	+6%	+$2.79K	0.01%	360
2022 Q2	$35K	Buy	826 +5	+0.6%	+$274	0.01%	469
2022 Q1	$57K	Buy	821 +242	+42%	+$17.5K	0.01%	374
2021 Q4	$53K	Buy	579 +120	+26%	+$10.5K	0.01%	399
2021 Q3	$32K	Buy	459 +159	+53%	+$12.3K	0.01%	533
2021 Q2	$23K	Sell	300 -30	-9%	-$1.92K	﹤0.01%	576
2021 Q1	$22K	Buy	330 +130	+65%	+$10K	0.01%	551
2020 Q4	$16K	Hold	200	–	–	0.01%	547
2020 Q3	$10K	Buy	+200	New	+$9.13K	﹤0.01%	594
2019 Q4	–	Sell	-40	Closed	-$1K	–	1683
2019 Q3	$1K	Sell	40 -170	-81%	-$4.05K	﹤0.01%	1393
2019 Q2	$5K	Buy	+210	New	+$4.51K	﹤0.01%	788

Other funds holding TTD

Baillie Gifford & Co

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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