Delap Wealth Advisory’s Trade Desk TTD Stock Holding History

Delap Wealth Advisory’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 Q3	–	Sell	-2,187	Closed	-$214K	–	110
2024 Q2	$214K	Buy	+2,187	New	+$197K	0.1%	107

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delap Wealth Advisory's TTD Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Trade Desk (TTD) in Q3 2024, closing a stake of 2,187 shares — an estimated $214K sold.

Delap Wealth Advisory first reported a position in TTD in Q2 2024 and held it in 1 quarter. The position peaked at $214K in Q2 2024. 1,058 funds tracked by Wall St. Rank hold TTD as of Q3 2024.

Delap Wealth Advisory reported no remaining Trade Desk position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 2,187 Trade Desk shares in Q3 2024, an estimated $214K.
Delap Wealth Advisory first reported a position in Trade Desk in Q2 2024 and held it in 1 quarter.
Delap Wealth Advisory's Trade Desk position peaked at $214K in Q2 2024.
1,058 funds tracked by Wall St. Rank held Trade Desk as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.