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Capital Investment Advisors’s Trade Desk TTD Stock Holding History

Capital Investment 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
-1,824
Closed -$214K – 707
2024
Q4 		$214K Buy
+1,824
New +$226K ﹤0.01% 602
2022
Q2 		– Sell
-3,219
Closed -$223K – 600
2022
Q1 		$223K Buy
3,219
+247
+8% +$17.8K 0.01% 532
2021
Q4 		$272K Sell
2,972
-79
-3% -$6.92K 0.01% 490
2021
Q3 		$214K Buy
+3,051
New +$236K 0.01% 527
2021
Q1 		– Sell
-2,710
Closed -$217K – 565
2020
Q4 		$217K Buy
+2,710
New +$205K 0.01% 480

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

Capital Investment Advisors's TTD Position: Q1 2025 in Review

Capital Investment Advisors sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,824 shares — an estimated $214K sold.

Capital Investment Advisors first reported a position in TTD in Q4 2020 and held it in 5 quarters. The position peaked at $272K in Q4 2021. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Capital Investment Advisors reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 1,824 Trade Desk shares in Q1 2025, an estimated $214K.
  • Capital Investment Advisors first reported a position in Trade Desk in Q4 2020 and held it in 5 quarters.
  • Capital Investment Advisors's Trade Desk position peaked at $272K in Q4 2021.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Capital Investment Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.