First Heartland Consultants’s Trade Desk TTD Stock Holding History

First Heartland Consultants’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	-2,181	Closed	-$256K	–	484
2024 Q4	$256K	Hold	2,181	–	–	0.03%	382
2024 Q3	$239K	Buy	2,181 +10	+0.5%	+$998	0.03%	389
2024 Q2	$212	Buy	+2,171	New	+$196K	0.01%	414
2022 Q1	–	Sell	-6,151	Closed	-$563	–	416
2021 Q4	$563	Sell	6,151 -1,647	-21%	-$144K	0.02%	180
2021 Q3	$548K	Buy	7,798 +198	+3%	+$15.3K	0.08%	190
2021 Q2	$588K	Buy	7,600 +3,370	+80%	+$215K	0.09%	181
2021 Q1	$276K	Sell	4,230 -470	-10%	-$36.3K	0.04%	298
2020 Q4	$376K	Buy	4,700 +330	+8%	+$24.9K	0.06%	202
2020 Q3	$227K	Buy	+4,370	New	+$200K	0.04%	255

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

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

First Heartland Consultants's TTD Position: Q1 2025 in Review

First Heartland Consultants sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,181 shares — an estimated $256K sold.

First Heartland Consultants first reported a position in TTD in Q3 2020 and held it in 9 quarters. The position peaked at $588K in Q2 2021. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

First Heartland Consultants reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
First Heartland Consultants sold 2,181 Trade Desk shares in Q1 2025, an estimated $256K.
First Heartland Consultants first reported a position in Trade Desk in Q3 2020 and held it in 9 quarters.
First Heartland Consultants's Trade Desk position peaked at $588K in Q2 2021.
1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.