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	–	2088
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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's TTD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Trade Desk (TTD) in Q2 2023, closing a stake of 455 shares — an estimated $27.7K sold.

TCI Wealth Advisors first reported a position in TTD in Q2 2019 and held it in 13 quarters. The position peaked at $57K in Q1 2022. 858 funds tracked by Wall St. Rank hold TTD as of Q2 2023.

TCI Wealth Advisors reported no remaining Trade Desk position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 455 Trade Desk shares in Q2 2023, an estimated $27.7K.
TCI Wealth Advisors first reported a position in Trade Desk in Q2 2019 and held it in 13 quarters.
TCI Wealth Advisors's Trade Desk position peaked at $57K in Q1 2022.
858 funds tracked by Wall St. Rank held Trade Desk as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.