V Wealth Advisors’s Trade Desk TTD Stock Holding History

V 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 Q3	–	Sell	-3,075	Closed	-$237K	–	344
2023 Q2	$237K	Sell	3,075 -270	-8%	-$18.3K	0.04%	331
2023 Q1	$204K	Buy	+3,345	New	+$178K	0.04%	359
2022 Q4	–	Sell	-3,351	Closed	-$200K	–	405
2022 Q3	$200K	Buy	+3,351	New	+$191K	0.04%	352
2022 Q1	–	Sell	-3,070	Closed	-$281K	–	481
2021 Q4	$281K	Hold	3,070	–	–	0.04%	363
2021 Q3	$216K	Sell	3,070 -20	-0.6%	-$1.55K	0.03%	427
2021 Q2	$243K	Buy	+3,090	New	+$197K	0.04%	408
2021 Q1	–	Sell	-2,600	Closed	-$208K	–	444
2020 Q4	$208K	Buy	+2,600	New	+$196K	0.04%	356
2020 Q2	–	Sell	-12,210	Closed	-$236K	–	384
2020 Q1	$236K	Buy	+12,210	New	+$316K	0.07%	262

Other funds holding TTD

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 $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

V Wealth Advisors's TTD Position: Q3 2023 in Review

V Wealth Advisors sold out of Trade Desk (TTD) in Q3 2023, closing a stake of 3,075 shares — an estimated $237K sold.

V Wealth Advisors first reported a position in TTD in Q1 2020 and held it in 8 quarters. The position peaked at $281K in Q4 2021. 896 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

V Wealth Advisors reported no remaining Trade Desk position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 3,075 Trade Desk shares in Q3 2023, an estimated $237K.
V Wealth Advisors first reported a position in Trade Desk in Q1 2020 and held it in 8 quarters.
V Wealth Advisors's Trade Desk position peaked at $281K in Q4 2021.
896 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.