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Beaumont Financial Advisors’s Trade Desk TTD Stock Holding History

Beaumont 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
Q1 		– Sell
-2,058
Closed -$242K – 386
2024
Q4 		$242K Buy
+2,058
New +$255K 0.02% 328
2024
Q3 		– Sell
-2,135
Closed -$209K – 375
2024
Q2 		$209K Buy
+2,135
New +$193K 0.02% 346

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaumont Financial Advisors's TTD Position: Q1 2025 in Review

Beaumont Financial Advisors sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,058 shares — an estimated $242K sold.

Beaumont Financial Advisors first reported a position in TTD in Q2 2024 and held it in 2 quarters. The position peaked at $242K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Beaumont Financial Advisors reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,058 Trade Desk shares in Q1 2025, an estimated $242K.
  • Beaumont Financial Advisors first reported a position in Trade Desk in Q2 2024 and held it in 2 quarters.
  • Beaumont Financial Advisors's Trade Desk position peaked at $242K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Beaumont Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.