CWG
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Crown Wealth Group’s Trade Desk TTD Stock Holding History

Crown Wealth Group’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
-2,747
Closed -$323K – 123
2024
Q4 		$323K Hold
2,747
– – 0.13% 79
2024
Q3 		$301K Hold
2,747
– – 0.13% 86
2024
Q2 		$268K Hold
2,747
– – 0.13% 83
2024
Q1 		$240K Buy
+2,747
New +$208K 0.12% 88

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

Crown Wealth Group's TTD Position: Q1 2025 in Review

Crown Wealth Group sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,747 shares — an estimated $323K sold.

Crown Wealth Group first reported a position in TTD in Q1 2024 and held it in 4 quarters. The position peaked at $323K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Crown Wealth Group reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Crown Wealth Group sold 2,747 Trade Desk shares in Q1 2025, an estimated $323K.
  • Crown Wealth Group first reported a position in Trade Desk in Q1 2024 and held it in 4 quarters.
  • Crown Wealth Group's Trade Desk position peaked at $323K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Crown Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.