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AMJ Financial Wealth Management’s Trade Desk TTD Stock Holding History

AMJ Financial 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
2025
Q1 		– Sell
-64,877
Closed -$7.62M – 105
2024
Q4 		$7.62M Sell
64,877
-2,655
-4% -$328K 2.11% 23
2024
Q3 		$7.4M Sell
67,532
-2,948
-4% -$294K 2.12% 23
2024
Q2 		$6.88M Buy
70,480
+4,063
+6% +$367K 2.13% 27
2024
Q1 		$5.81M Buy
66,417
+28,365
+75% +$2.15M 1.94% 26
2023
Q4 		$2.74M Buy
+38,052
New +$2.8M 1.15% 33

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMJ Financial Wealth Management's TTD Position: Q1 2025 in Review

AMJ Financial Wealth Management sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 64,877 shares — an estimated $7.62M sold.

AMJ Financial Wealth Management first reported a position in TTD in Q4 2023 and held it in 5 quarters. The position peaked at $7.62M in Q4 2024. 1,047 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • AMJ Financial Wealth Management reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 64,877 Trade Desk shares in Q1 2025, an estimated $7.62M.
  • AMJ Financial Wealth Management first reported a position in Trade Desk in Q4 2023 and held it in 5 quarters.
  • AMJ Financial Wealth Management's Trade Desk position peaked at $7.62M in Q4 2024.
  • 1,047 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.