AWM
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Avior Wealth Management’s Trade Desk TTD Stock Holding History

Avior 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
-1,928
Closed -$227K – 2216
2024
Q4 		$227K Buy
1,928
+1,563
+428% +$193K 0.01% 666
2024
Q3 		$40K Buy
365
+100
+38% +$9.98K ﹤0.01% 1201
2024
Q2 		$25.9K Sell
265
-512
-66% -$46.2K ﹤0.01% 1296
2024
Q1 		$67.9K Buy
777
+552
+245% +$41.8K ﹤0.01% 1113
2023
Q4 		$16.2K Hold
225
– – ﹤0.01% 914
2023
Q3 		$17.6K Buy
225
+75
+50% +$6.06K ﹤0.01% 961
2023
Q2 		$11.6K Buy
150
+25
+20% +$1.69K ﹤0.01% 1001
2023
Q1 		$7.61K Hold
125
– – ﹤0.01% 1103
2022
Q4 		$5.6K Hold
125
– – ﹤0.01% 934
2022
Q3 		$7K Hold
125
– – ﹤0.01% 904
2022
Q2 		$5K Buy
125
+60
+92% +$3.29K ﹤0.01% 864
2022
Q1 		$4K Hold
65
– – ﹤0.01% 931
2021
Q4 		$5K Hold
65
– – ﹤0.01% 899
2021
Q3 		$4K Buy
+65
New +$5.03K ﹤0.01% 884

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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