Veritable’s Trade Desk TTD Stock Holding History

Veritable’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	-3,736	Closed	-$288K	–	739
2023 Q2	$288K	Sell	3,736 -52	-1%	-$3.52K	﹤0.01%	713
2023 Q1	$231K	Buy	+3,788	New	+$202K	﹤0.01%	783
2022 Q4	–	Sell	-3,716	Closed	-$222K	–	897
2022 Q3	$222K	Buy	+3,716	New	+$211K	﹤0.01%	721
2022 Q2	–	Sell	-3,427	Closed	-$237K	–	963
2022 Q1	$237K	Buy	3,427 +708	+26%	+$51.1K	﹤0.01%	799
2021 Q4	$249K	Buy	+2,719	New	+$238K	﹤0.01%	794

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

Veritable's TTD Position: Q3 2023 in Review

Veritable sold out of Trade Desk (TTD) in Q3 2023, closing a stake of 3,736 shares — an estimated $288K sold.

Veritable first reported a position in TTD in Q4 2021 and held it in 5 quarters. The position peaked at $288K in Q2 2023. 896 funds tracked by Wall St. Rank hold TTD as of Q3 2023.

Veritable reported no remaining Trade Desk position as of Q3 2023 after selling out during the quarter.
Veritable sold 3,736 Trade Desk shares in Q3 2023, an estimated $288K.
Veritable first reported a position in Trade Desk in Q4 2021 and held it in 5 quarters.
Veritable's Trade Desk position peaked at $288K in Q2 2023.
896 funds tracked by Wall St. Rank held Trade Desk as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.