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Financial Advocates Investment Management’s Trade Desk TTD Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-4,903
Closed -$353K – 560
2025
Q2 		$353K Sell
4,903
-470
-9% -$30K 0.03% 456
2025
Q1 		$294K Buy
5,373
+355
+7% +$32.1K 0.02% 567
2024
Q4 		$590K Sell
5,018
-57
-1% -$7.05K 0.03% 408
2024
Q3 		$556K Buy
5,075
+15
+0.3% +$1.5K 0.03% 431
2024
Q2 		$494K Sell
5,060
-661
-12% -$59.6K 0.03% 438
2024
Q1 		$500K Sell
5,721
-97
-2% -$7.35K 0.03% 456
2023
Q4 		$419K Buy
5,818
+886
+18% +$65.1K 0.03% 468
2023
Q3 		$385K Buy
4,932
+243
+5% +$19.6K 0.03% 472
2023
Q2 		$362K Sell
4,689
-301
-6% -$20.4K 0.03% 468
2023
Q1 		$304K Sell
4,990
-137
-3% -$7.29K 0.02% 554
2022
Q4 		$230K Buy
+5,127
New +$260K 0.02% 635
2021
Q2 		– Sell
-6,240
Closed -$407K – 836
2021
Q1 		$407K Sell
6,240
-2,830
-31% -$219K 0.03% 532
2020
Q4 		$727K Buy
9,070
+1,110
+14% +$83.8K 0.05% 369
2020
Q3 		$413K Buy
7,960
+2,870
+56% +$131K 0.04% 407
2020
Q2 		$207K Buy
+5,090
New +$153K 0.02% 562

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Financial Advocates Investment Management's TTD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Trade Desk (TTD) in Q3 2025, closing a stake of 4,903 shares — an estimated $353K sold.

Financial Advocates Investment Management first reported a position in TTD in Q2 2020 and held it in 15 quarters. The position peaked at $727K in Q4 2020. 963 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Trade Desk position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,903 Trade Desk shares in Q3 2025, an estimated $353K.
  • Financial Advocates Investment Management first reported a position in Trade Desk in Q2 2020 and held it in 15 quarters.
  • Financial Advocates Investment Management's Trade Desk position peaked at $727K in Q4 2020.
  • 963 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.