Avondale Wealth Management’s Trade Desk TTD Stock Holding History

Avondale 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 Q3	–	Sell	-500	Closed	-$36K	–	107
2025 Q2	$36K	Sell	500 -1,000	-67%	-$63.9K	0.02%	99
2025 Q1	$82.1K	Hold	1,500	–	–	0.05%	72
2024 Q4	$176K	Hold	1,500	–	–	0.11%	50
2024 Q3	$164K	Hold	1,500	–	–	0.11%	49
2024 Q2	$147K	Hold	1,500	–	–	0.1%	55
2024 Q1	$131K	Hold	1,500	–	–	0.09%	54
2023 Q4	$108K	Sell	1,500 -500	-25%	-$36.7K	0.09%	55
2023 Q3	$156K	Hold	2,000	–	–	0.14%	49
2023 Q2	$154K	Sell	2,000 -2,000	-50%	-$135K	0.13%	50
2023 Q1	$244K	Hold	4,000	–	–	0.21%	40
2022 Q4	$179K	Hold	4,000	–	–	0.16%	38
2022 Q3	$239K	Hold	4,000	–	–	0.26%	30
2022 Q2	$168K	Buy	+4,000	New	+$219K	0.19%	38

Other funds holding TTD

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Avondale Wealth Management's TTD Position: Q3 2025 in Review

Avondale Wealth Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 500 shares — an estimated $36K sold.

Avondale Wealth Management first reported a position in TTD in Q2 2022 and held it in 13 quarters. The position peaked at $244K in Q1 2023. 964 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

Avondale Wealth Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 500 Trade Desk shares in Q3 2025, an estimated $36K.
Avondale Wealth Management first reported a position in Trade Desk in Q2 2022 and held it in 13 quarters.
Avondale Wealth Management's Trade Desk position peaked at $244K in Q1 2023.
964 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.