CWM
TTD icon

Concentrum Wealth Management’s Trade Desk TTD Stock Holding History

Concentrum 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
2025
Q1 		– Sell
-2,675
Closed -$314K – 82
2024
Q4 		$314K Buy
2,675
+4
+0.1% +$495 0.11% 60
2024
Q3 		$293K Buy
2,671
+3
+0.1% +$299 0.11% 58
2024
Q2 		$261K Sell
2,668
-73
-3% -$6.59K 0.11% 60
2024
Q1 		$240K Buy
+2,741
New +$208K 0.11% 60
2023
Q4 		– Sell
-2,722
Closed -$213K – 68
2023
Q3 		$213K Buy
+2,722
New +$220K 0.13% 57
2022
Q2 		– Sell
-4,500
Closed -$312K – 64
2022
Q1 		$312K Hold
4,500
– – 0.2% 51
2021
Q4 		$412K Hold
4,500
– – 0.22% 44
2021
Q3 		$316K Hold
4,500
– – 0.2% 47
2021
Q2 		$348K Hold
4,500
– – 0.22% 43
2021
Q1 		$293K Sell
4,500
-720
-14% -$55.6K 0.22% 39
2020
Q4 		$418K Buy
5,220
+220
+4% +$16.6K 0.34% 31
2020
Q3 		$259K Hold
5,000
– – 0.25% 32
2020
Q2 		$203K Buy
+5,000
New +$151K 0.22% 36

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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