BWFA
TTD icon

Baltimore-Washington Financial Advisors’s Trade Desk TTD Stock Holding History

Baltimore-Washington Financial Advisors’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
-4,480
Closed -$323K – 186
2025
Q2 		$323K Hold
4,480
– – 0.02% 135
2025
Q1 		$245K Sell
4,480
-20
-0.4% -$1.81K 0.01% 138
2024
Q4 		$529K Buy
4,500
+20
+0.4% +$2.47K 0.03% 102
2024
Q3 		$491K Hold
4,480
– – 0.03% 104
2024
Q2 		$438K Buy
4,480
+800
+22% +$72.2K 0.03% 107
2024
Q1 		$322K Sell
3,680
-90
-2% -$6.82K 0.02% 107
2023
Q4 		$271K Buy
3,770
+960
+34% +$70.5K 0.02% 127
2023
Q3 		$220K Buy
2,810
+10
+0.4% +$809 0.02% 134
2023
Q2 		$216K Buy
+2,800
New +$189K 0.02% 130
2022
Q1 		– Sell
-2,800
Closed -$256K – 158
2021
Q4 		$256K Buy
+2,800
New +$245K 0.02% 121
2021
Q3 		– Sell
-2,800
Closed -$216K – 133
2021
Q2 		$216K Buy
+2,800
New +$179K 0.02% 120
2021
Q1 		– Sell
-2,800
Closed -$224K – 128
2020
Q4 		$224K Buy
+2,800
New +$211K 0.02% 115
2020
Q3 		– Sell
-5,300
Closed -$215K – 140
2020
Q2 		$215K Buy
+5,300
New +$160K 0.03% 112
2019
Q1 		– Sell
-18,000
Closed -$208K – 104
2018
Q4 		$208K Buy
18,000
+1,000
+6% +$12.5K 0.04% 95
2018
Q3 		$256K Sell
17,000
-333,200
-95% -$3.95M 0.05% 89
2018
Q2 		$3.29M Buy
350,200
+13,150
+4% +$92.7K 0.65% 60
2018
Q1 		$1.67M Buy
+337,050
New +$1.73M 0.37% 62

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Baltimore-Washington Financial Advisors's TTD Position: Q3 2025 in Review

Baltimore-Washington Financial Advisors sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 4,480 shares — an estimated $323K sold.

Baltimore-Washington Financial Advisors first reported a position in TTD in Q1 2018 and held it in 17 quarters. The position peaked at $3.29M in Q2 2018. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Baltimore-Washington Financial Advisors reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 4,480 Trade Desk shares in Q3 2025, an estimated $323K.
  • Baltimore-Washington Financial Advisors first reported a position in Trade Desk in Q1 2018 and held it in 17 quarters.
  • Baltimore-Washington Financial Advisors's Trade Desk position peaked at $3.29M in Q2 2018.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.