TCPG
TTD icon

Trivant Custom Portfolio Group’s Trade Desk TTD Stock Holding History

Trivant Custom Portfolio 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
2024
Q1 		– Sell
-900
Closed -$64.8K – 192
2023
Q4 		$64.8K Hold
900
– – 0.04% 92
2023
Q3 		$70.3K Sell
900
-319
-26% -$25.8K 0.05% 75
2023
Q2 		$94.1K Sell
1,219
-58
-5% -$3.92K 0.07% 69
2023
Q1 		$77.8K Buy
+1,277
New +$68K 0.06% 92

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trivant Custom Portfolio Group's TTD Position: Q1 2024 in Review

Trivant Custom Portfolio Group sold out of Trade Desk (TTD) in Q1 2024, closing a stake of 900 shares — an estimated $64.8K sold.

Trivant Custom Portfolio Group first reported a position in TTD in Q1 2023 and held it in 4 quarters. The position peaked at $94.1K in Q2 2023. 967 funds tracked by Wall St. Rank hold TTD as of Q1 2024.

  • Trivant Custom Portfolio Group reported no remaining Trade Desk position as of Q1 2024 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 900 Trade Desk shares in Q1 2024, an estimated $64.8K.
  • Trivant Custom Portfolio Group first reported a position in Trade Desk in Q1 2023 and held it in 4 quarters.
  • Trivant Custom Portfolio Group's Trade Desk position peaked at $94.1K in Q2 2023.
  • 967 funds tracked by Wall St. Rank held Trade Desk as of Q1 2024.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2024, filed 17 Apr 2024.