Diversified Portfolios Inc’s Trade Desk TTD Stock Holding History

Diversified Portfolios Inc’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	-2,045	Closed	-$240K	–	150
2024 Q4	$240K	Hold	2,045	–	–	0.03%	136
2024 Q3	$224K	Buy	+2,045	New	+$204K	0.03%	131
2023 Q4	–	Sell	-2,862	Closed	-$224K	–	127
2023 Q3	$224K	Sell	2,862 -2,498	-47%	-$202K	0.04%	111
2023 Q2	$414K	Hold	5,360	–	–	0.08%	94
2023 Q1	$326K	Hold	5,360	–	–	0.07%	108
2022 Q4	$240K	Hold	5,360	–	–	0.06%	121
2022 Q3	$320K	Hold	5,360	–	–	0.09%	105
2022 Q2	$225K	Sell	5,360 -3,000	-36%	-$164K	0.06%	119
2022 Q1	$579K	Sell	8,360 -1,440	-15%	-$104K	0.14%	78
2021 Q4	$898K	Hold	9,800	–	–	0.22%	60
2021 Q3	$689K	Hold	9,800	–	–	0.19%	57
2021 Q2	$758K	Buy	+9,800	New	+$626K	0.29%	46

Other funds holding TTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Portfolios Inc's TTD Position: Q1 2025 in Review

Diversified Portfolios Inc sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,045 shares — an estimated $240K sold.

Diversified Portfolios Inc first reported a position in TTD in Q2 2021 and held it in 12 quarters. The position peaked at $898K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

Diversified Portfolios Inc reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
Diversified Portfolios Inc sold 2,045 Trade Desk shares in Q1 2025, an estimated $240K.
Diversified Portfolios Inc first reported a position in Trade Desk in Q2 2021 and held it in 12 quarters.
Diversified Portfolios Inc's Trade Desk position peaked at $898K in Q4 2021.
1,050 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Diversified Portfolios Inc's 13F filing for Q1 2025, filed 22 Apr 2025.