Annex Advisory Services’s Trade Desk TTD Stock Holding History

Annex Advisory Services’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	-1,939	Closed	-$228K	–	332
2024 Q4	$228K	Buy	1,939 +26	+1%	+$3.22K	0.01%	277
2024 Q3	$210K	Buy	+1,913	New	+$191K	0.01%	273
2024 Q1	–	Sell	-6,735	Closed	-$485K	–	302
2023 Q4	$485K	Buy	+6,735	New	+$495K	0.02%	175

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Annex Advisory Services's TTD Position: Q1 2025 in Review

Annex Advisory Services sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,939 shares — an estimated $228K sold.

Annex Advisory Services first reported a position in TTD in Q4 2023 and held it in 3 quarters. The position peaked at $485K in Q4 2023. 1,050 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

Annex Advisory Services reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
Annex Advisory Services sold 1,939 Trade Desk shares in Q1 2025, an estimated $228K.
Annex Advisory Services first reported a position in Trade Desk in Q4 2023 and held it in 3 quarters.
Annex Advisory Services's Trade Desk position peaked at $485K in Q4 2023.
1,050 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Annex Advisory Services's 13F filing for Q1 2025, filed 11 Apr 2025.