CSWM
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Cassady Schiller Wealth Management’s Trade Desk TTD Stock Holding History

Cassady Schiller Wealth Management’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 		$2.7K Buy
+23
New +$2.85K ﹤0.01% 523
2023
Q3 		– Sell
-65
Closed -$5.02K – 482
2023
Q2 		$5.02K Buy
+65
New +$4.4K ﹤0.01% 383

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

Cassady Schiller Wealth Management's TTD Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Trade Desk (TTD) in Q4 2024: 23 shares worth $2.7K. The stake represents ﹤0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in TTD as recently as Q2 2023.

Cassady Schiller Wealth Management first reported a position in TTD in Q2 2023 and has held it in 2 quarters since. The position peaked at $5.02K in Q2 2023. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

  • Cassady Schiller Wealth Management held 23 shares of Trade Desk worth $2.7K as of Q4 2024.
  • Trade Desk was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Trade Desk made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #523 holding.
  • Cassady Schiller Wealth Management first reported a position in Trade Desk in Q2 2023 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Trade Desk position peaked at $5.02K in Q2 2023.
  • 1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.