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Daymark Wealth Partners’s Trade Desk TTD Stock Holding History

Daymark Wealth Partners’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 		– Sell
-2,895
Closed -$317K – 524
2024
Q3 		$317K Buy
2,895
+711
+33% +$70.9K 0.01% 409
2024
Q2 		$213K Buy
+2,184
New +$197K 0.01% 471

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

Daymark Wealth Partners's TTD Position: Q4 2024 in Review

Daymark Wealth Partners sold out of Trade Desk (TTD) in Q4 2024, closing a stake of 2,895 shares — an estimated $317K sold.

Daymark Wealth Partners first reported a position in TTD in Q2 2024 and held it in 2 quarters. The position peaked at $317K in Q3 2024. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

  • Daymark Wealth Partners reported no remaining Trade Desk position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,895 Trade Desk shares in Q4 2024, an estimated $317K.
  • Daymark Wealth Partners first reported a position in Trade Desk in Q2 2024 and held it in 2 quarters.
  • Daymark Wealth Partners's Trade Desk position peaked at $317K in Q3 2024.
  • 1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.