B. Riley Wealth Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,144
| Closed | -$385K | – | 1113 |
|
|
2025
Q4 | $385K | Sell |
10,144
-3,988
| -28% | -$177K | 0.02% | 623 |
|
|
2025
Q3 | $693K | Sell |
14,132
-1,781
| -11% | -$113K | 0.03% | 430 |
|
|
2025
Q2 | $1.15M | Buy |
+15,913
| New | +$1.02M | 0.05% | 326 |
|
|
2024
Q4 | $3.18M | Sell |
27,019
-817
| -3% | -$101K | 0.1% | 196 |
|
|
2024
Q3 | $3.06M | Sell |
27,836
-38,315
| -58% | -$3.82M | 0.09% | 229 |
|
|
2024
Q2 | $6.46M | Buy |
66,151
+38,418
| +139% | +$3.47M | 0.16% | 127 |
|
|
2024
Q1 | $2.17M | Sell |
27,733
-5,742
| -17% | -$435K | 0.06% | 326 |
|
|
2023
Q4 | $2.41M | Buy |
33,475
+5,742
| +21% | +$422K | 0.06% | 309 |
|
|
2023
Q3 | $2.17M | Sell |
27,733
-5,643
| -17% | -$456K | 0.06% | 326 |
|
|
2023
Q2 | $2.58M | Sell |
33,376
-1,475
| -4% | -$99.8K | 0.06% | 306 |
|
|
2023
Q1 | $2.12M | Sell |
34,851
-936
| -3% | -$49.8K | 0.06% | 329 |
|
|
2022
Q4 | $1.6M | Buy |
35,787
+203
| +0.6% | +$10.3K | 0.04% | 400 |
|
|
2022
Q3 | $2.13M | Buy |
35,584
+14,035
| +65% | +$799K | 0.06% | 293 |
|
|
2022
Q2 | $903K | Sell |
21,549
-11,748
| -35% | -$643K | 0.04% | 450 |
|
|
2022
Q1 | $2.31M | Sell |
33,297
-9,522
| -22% | -$688K | 0.08% | 268 |
|
|
2021
Q4 | $3.92M | Buy |
42,819
+8,047
| +23% | +$705K | 0.11% | 195 |
|
|
2021
Q3 | $2.51M | Buy |
34,772
+10,064
| +41% | +$778K | 0.08% | 283 |
|
|
2021
Q2 | $2.44M | Sell |
24,708
-12,922
| -34% | -$826K | 0.08% | 290 |
|
|
2021
Q1 | $2.59M | Buy |
37,630
+7,660
| +26% | +$592K | 0.09% | 254 |
|
|
2020
Q4 | $2.4M | Sell |
29,970
-275,040
| -90% | -$20.8M | 0.13% | 175 |
|
|
2020
Q3 | $14.2M | Buy |
305,010
+145,030
| +91% | +$6.62M | 0.76% | 23 |
|
|
2020
Q2 | $6.5M | Buy |
159,980
+110,560
| +224% | +$3.33M | 0.43% | 52 |
|
|
2020
Q1 | $955K | Buy |
49,420
+19,450
| +65% | +$503K | 0.08% | 252 |
|
|
2019
Q4 | $779K | Sell |
29,970
-23,380
| -44% | -$526K | 0.07% | 290 |
|
|
2019
Q3 | $1M | Buy |
53,350
+30,050
| +129% | +$715K | 0.1% | 222 |
|
|
2019
Q2 | $531K | Buy |
23,300
+2,770
| +13% | +$59.5K | 0.06% | 359 |
|
|
2019
Q1 | $407K | Sell |
20,530
-62,650
| -75% | -$1.03M | 0.05% | 392 |
|
|
2018
Q4 | $967K | Buy |
83,180
+35,880
| +76% | +$449K | 0.14% | 157 |
|
|
2018
Q3 | $715K | Buy |
47,300
+3,860
| +9% | +$45.8K | 0.09% | 251 |
|
|
2018
Q2 | $408K | Buy |
+43,440
| New | +$306K | 0.05% | 383 |
|
Other funds holding TTD
VCM
VPM
B. Riley Wealth Advisors's TTD Position: Q1 2026 in Review
B. Riley Wealth Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 10,144 shares — an estimated $385K sold.
B. Riley Wealth Advisors first reported a position in TTD in Q2 2018 and held it in 30 quarters. The position peaked at $14.2M in Q3 2020. 774 funds tracked by Wall St. Rank hold TTD as of Q1 2026.
- B. Riley Wealth Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
- B. Riley Wealth Advisors sold 10,144 Trade Desk shares in Q1 2026, an estimated $385K.
- B. Riley Wealth Advisors first reported a position in Trade Desk in Q2 2018 and held it in 30 quarters.
- B. Riley Wealth Advisors's Trade Desk position peaked at $14.2M in Q3 2020.
- 774 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.