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	–	2214
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 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 $3.37T AUM 44.26% 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

Avior Wealth Management's TTD Position: Q1 2025 in Review

Avior Wealth Management sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,928 shares — an estimated $227K sold.

Avior Wealth Management first reported a position in TTD in Q3 2021 and held it in 14 quarters. The position peaked at $227K in Q4 2024. 1,049 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

Avior Wealth Management reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,928 Trade Desk shares in Q1 2025, an estimated $227K.
Avior Wealth Management first reported a position in Trade Desk in Q3 2021 and held it in 14 quarters.
Avior Wealth Management's Trade Desk position peaked at $227K in Q4 2024.
1,049 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.