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Balboa Wealth Partners’s Trade Desk TTD Stock Holding History

Balboa Wealth Partners’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
2024
Q4 		– Sell
-1,847
Closed -$203K – 386
2024
Q3 		$203K Buy
+1,847
New +$184K 0.05% 266
2023
Q4 		– Sell
-4,510
Closed -$352K – 319
2023
Q3 		$352K Buy
+4,510
New +$365K 0.13% 130

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balboa Wealth Partners's TTD Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Trade Desk (TTD) in Q4 2024, closing a stake of 1,847 shares — an estimated $203K sold.

Balboa Wealth Partners first reported a position in TTD in Q3 2023 and held it in 2 quarters. The position peaked at $352K in Q3 2023. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Trade Desk position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,847 Trade Desk shares in Q4 2024, an estimated $203K.
  • Balboa Wealth Partners first reported a position in Trade Desk in Q3 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's Trade Desk position peaked at $352K in Q3 2023.
  • 1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.