Alta Wealth Advisors’s Trade Desk TTD Stock Holding History

Alta 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
2025 Q2	–	Sell	-10,776	Closed	-$590K	–	148
2025 Q1	$590K	Sell	10,776 -1,513	-12%	-$137K	0.27%	67
2024 Q4	$1.44M	Buy	12,289 +15	+0.1%	+$1.86K	0.63%	35
2024 Q3	$1.35M	Sell	12,274 -53	-0.4%	-$5.29K	0.62%	40
2024 Q2	$1.2M	Sell	12,327 -335	-3%	-$30.2K	0.6%	43
2024 Q1	$1.11M	Sell	12,662 -705	-5%	-$53.4K	0.56%	45
2023 Q4	$962K	Sell	13,367 -3,073	-19%	-$226K	0.54%	49
2023 Q3	$1.28M	Sell	16,440 -1,559	-9%	-$126K	0.79%	34
2023 Q2	$1.39M	Sell	17,999 -425	-2%	-$28.8K	0.82%	31
2023 Q1	$1.12M	Sell	18,424 -170	-0.9%	-$9.05K	0.71%	38
2022 Q4	$834K	Sell	18,594 -385	-2%	-$19.5K	0.56%	54
2022 Q3	$1.13M	Buy	18,979 +46	+0.2%	+$2.62K	0.81%	29
2022 Q2	$793K	Sell	18,933 -1,091	-5%	-$59.8K	0.55%	53
2022 Q1	$1.39M	Sell	20,024 -1,960	-9%	-$142K	0.82%	32
2021 Q4	$2.02M	Buy	21,984 +5	+0%	+$438	1.24%	20
2021 Q3	$1.54M	Buy	21,979 +10,147	+86%	+$785K	1.12%	23
2021 Q2	$915K	Sell	11,832 -158	-1%	-$10.1K	0.67%	49
2021 Q1	$781K	Sell	11,990 -17,500	-59%	-$1.35M	0.65%	55
2020 Q4	$2.36M	Buy	+29,490	New	+$2.23M	1.99%	11

Other funds holding TTD

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Jennison Associates

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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return