AWA
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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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Alta Wealth Advisors's TTD Position: Q2 2025 in Review

Alta Wealth Advisors sold out of Trade Desk (TTD) in Q2 2025, closing a stake of 10,776 shares — an estimated $590K sold.

Alta Wealth Advisors first reported a position in TTD in Q4 2020 and held it in 18 quarters. The position peaked at $2.36M in Q4 2020. 1,073 funds tracked by Wall St. Rank hold TTD as of Q2 2025.

  • Alta Wealth Advisors reported no remaining Trade Desk position as of Q2 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 10,776 Trade Desk shares in Q2 2025, an estimated $590K.
  • Alta Wealth Advisors first reported a position in Trade Desk in Q4 2020 and held it in 18 quarters.
  • Alta Wealth Advisors's Trade Desk position peaked at $2.36M in Q4 2020.
  • 1,073 funds tracked by Wall St. Rank held Trade Desk as of Q2 2025.

Based on Alta Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.