9WM
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9258 Wealth Management’s Trade Desk TTD Stock Holding History

9258 Wealth Management’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
Q3 		$677K Buy
6,174
+2
+0% +$200 0.1% 166
2024
Q2 		$603K Buy
6,172
+26
+0.4% +$2.35K 0.09% 173
2024
Q1 		$537K Sell
6,146
-12
-0.2% -$909 0.08% 187
2023
Q4 		$443K Buy
6,158
+67
+1% +$4.92K 0.08% 199
2023
Q3 		$476K Buy
6,091
+131
+2% +$10.6K 0.09% 183
2023
Q2 		$460K Buy
5,960
+13
+0.2% +$880 0.09% 192
2023
Q1 		$362K Buy
5,947
+1,402
+31% +$74.6K 0.07% 226
2022
Q4 		$204K Sell
4,545
-3
-0.1% -$152 0.04% 309
2022
Q3 		$272K Sell
4,548
-600
-12% -$34.1K 0.07% 259
2022
Q2 		$216K Sell
5,148
-401
-7% -$22K 0.06% 300
2022
Q1 		$384K Buy
5,549
+1,025
+23% +$74K 0.09% 233
2021
Q4 		$415K Buy
4,524
+24
+0.5% +$2.1K 0.1% 227
2021
Q3 		$316K Hold
4,500
– – 0.08% 248
2021
Q2 		$348K Buy
4,500
+250
+6% +$16K 0.09% 232
2021
Q1 		$277K Hold
4,250
– – 0.08% 260
2020
Q4 		$340K Hold
4,250
– – 0.11% 204
2020
Q3 		$241K Buy
+4,250
New +$194K 0.09% 238

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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

9258 Wealth Management's TTD Position: Q3 2024 in Review

9258 Wealth Management increased its Trade Desk (TTD) stake by 0.03% in Q3 2024, buying an estimated $200 and bringing the position to 6,174 shares worth $677K. The position accounts for 0.1% of the portfolio, ranked #166.

9258 Wealth Management first reported a position in TTD in Q3 2020 and has held it in 17 quarters since. 1,058 funds tracked by Wall St. Rank hold TTD as of Q3 2024.

  • 9258 Wealth Management held 6,174 shares of Trade Desk worth $677K as of Q3 2024.
  • 9258 Wealth Management bought 2 Trade Desk shares in Q3 2024, an estimated $200.
  • Trade Desk made up 0.1% of 9258 Wealth Management's portfolio in Q3 2024, its #166 holding.
  • 9258 Wealth Management first reported a position in Trade Desk in Q3 2020 and has held it in 17 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Trade Desk as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.