Callan Capital’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$287K Sell
5,237
-259
-5% -$23.4K 0.02% 296
2024
Q4
$646K Sell
5,496
-120
-2% -$14.8K 0.05% 147
2024
Q3
$616K Buy
5,616
+531
+10% +$53K 0.04% 151
2024
Q2
$497K Buy
+5,085
New +$459K 0.04% 162
2022
Q1
Sell
-4,100
Closed -$376K 138
2021
Q4
$376K Buy
+4,100
New +$359K 0.05% 88

Other funds holding TTD

Callan Capital's TTD Position: Q1 2025 in Review

Callan Capital reduced its Trade Desk (TTD) stake by 4.7% in Q1 2025, selling an estimated $23.4K and leaving 5,237 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #296.

Callan Capital first reported a position in TTD in Q4 2021 and has held it in 5 quarters since. The position peaked at $646K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Callan Capital held 5,237 shares of Trade Desk worth $287K as of Q1 2025.
  • Callan Capital sold 259 Trade Desk shares in Q1 2025, an estimated $23.4K.
  • Trade Desk made up 0.02% of Callan Capital's portfolio in Q1 2025, its #296 holding.
  • Callan Capital first reported a position in Trade Desk in Q4 2021 and has held it in 5 quarters since.
  • Callan Capital's Trade Desk position peaked at $646K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.