CFFP
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Center for Financial Planning’s Trade Desk TTD Stock Holding History

Center for Financial Planning’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
-659
Closed -$77.5K – 744
2024
Q4 		$77.5K Buy
+659
New +$81.5K 0.01% 222

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

Center for Financial Planning's TTD Position: Q1 2025 in Review

Center for Financial Planning sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 659 shares — an estimated $77.5K sold.

Center for Financial Planning first reported a position in TTD in Q4 2024 and held it in 1 quarter. The position peaked at $77.5K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Center for Financial Planning reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 659 Trade Desk shares in Q1 2025, an estimated $77.5K.
  • Center for Financial Planning first reported a position in Trade Desk in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's Trade Desk position peaked at $77.5K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.