Executive Wealth Management’s Trade Desk TTD Stock Holding History

Executive 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
2024 Q4	$690K	Sell	5,875 -1,579	-21%	-$195K	0.05%	147
2024 Q3	$817K	Buy	7,454 +2,237	+43%	+$223K	0.06%	141
2024 Q2	$510K	Buy	5,217 +652	+14%	+$58.8K	0.09%	78
2024 Q1	$399K	Buy	+4,565	New	+$346K	0.03%	170
2022 Q1	–	Sell	-3,271	Closed	-$299K	–	207
2021 Q4	$299K	Sell	3,271 -402	-11%	-$35.2K	0.03%	164
2021 Q3	$258K	Buy	+3,673	New	+$284K	0.03%	160
2020 Q4	–	Sell	-4,070	Closed	-$211K	–	181
2020 Q3	$211K	Buy	+4,070	New	+$186K	0.03%	144
2019 Q3	–	Sell	-1,000	Closed	-$23K	–	737
2019 Q2	$23K	Buy	+1,000	New	+$21.5K	﹤0.01%	449

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Executive Wealth Management's TTD Position: Q4 2024 in Review

Executive Wealth Management reduced its Trade Desk (TTD) stake by 21% in Q4 2024, selling an estimated $195K and leaving 5,875 shares worth $690K. The position accounts for 0.05% of the portfolio, ranked #147.

Executive Wealth Management first reported a position in TTD in Q2 2019 and has held it in 8 quarters since. The position peaked at $817K in Q3 2024. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

Executive Wealth Management held 5,875 shares of Trade Desk worth $690K as of Q4 2024.
Executive Wealth Management sold 1,579 Trade Desk shares in Q4 2024, an estimated $195K.
Trade Desk made up 0.05% of Executive Wealth Management's portfolio in Q4 2024, its #147 holding.
Executive Wealth Management first reported a position in Trade Desk in Q2 2019 and has held it in 8 quarters since.
Executive Wealth Management's Trade Desk position peaked at $817K in Q3 2024.
1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.