GWMIA
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Global Wealth Management Investment Advisory’s Trade Desk TTD Stock Holding History

Global Wealth Management Investment 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
2025
Q1 		– Sell
-15,283
Closed -$1.8M – 150
2024
Q4 		$1.8M Sell
15,283
-768
-5% -$95K 0.37% 79
2024
Q3 		$1.76M Sell
16,051
-1,470
-8% -$147K 0.38% 72
2024
Q2 		$1.71M Buy
17,521
+568
+3% +$51.2K 0.4% 71
2024
Q1 		$1.48M Sell
16,953
-3,735
-18% -$283K 0.36% 72
2023
Q4 		$1.49M Buy
20,688
+1,154
+6% +$84.8K 0.38% 71
2023
Q3 		$1.53M Buy
19,534
+995
+5% +$80.4K 0.43% 69
2023
Q2 		$1.43M Sell
18,539
-2,364
-11% -$160K 0.39% 71
2023
Q1 		$1.27M Sell
20,903
-481
-2% -$25.6K 0.38% 72
2022
Q4 		$959K Buy
21,384
+1,975
+10% +$100K 0.31% 77
2022
Q3 		$1.16M Buy
19,409
+1,091
+6% +$62.1K 0.41% 71
2022
Q2 		$767K Buy
18,318
+7,190
+65% +$394K 0.26% 85
2022
Q1 		$771K Sell
11,128
-394
-3% -$28.5K 0.23% 92
2021
Q4 		$1.06M Buy
11,522
+5,275
+84% +$462K 0.32% 81
2021
Q3 		$439K Buy
6,247
+922
+17% +$71.3K 0.14% 103
2021
Q2 		$412K Buy
5,325
+425
+9% +$27.2K 0.14% 104
2021
Q1 		$319K Sell
4,900
-410
-8% -$31.7K 0.12% 106
2020
Q4 		$425K Buy
5,310
+130
+3% +$9.82K 0.16% 95
2020
Q3 		$269K Buy
5,180
+3,370
+186% +$154K 0.12% 102
2020
Q2 		$74K Buy
1,810
+410
+29% +$12.4K 0.03% 163
2020
Q1 		$27K Hold
1,400
– – 0.01% 225
2019
Q4 		$36K Hold
1,400
– – 0.02% 207
2019
Q3 		$26K Hold
1,400
– – 0.01% 223
2019
Q2 		$32K Hold
1,400
– – 0.02% 217
2019
Q1 		$28K Sell
1,400
-100
-7% -$1.64K 0.01% 269
2018
Q4 		$17K Buy
+1,500
New +$18.8K 0.01% 317

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Wealth Management Investment Advisory's TTD Position: Q1 2025 in Review

Global Wealth Management Investment Advisory sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 15,283 shares — an estimated $1.8M sold.

Global Wealth Management Investment Advisory first reported a position in TTD in Q4 2018 and held it in 25 quarters. The position peaked at $1.8M in Q4 2024. 1,050 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Global Wealth Management Investment Advisory reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 15,283 Trade Desk shares in Q1 2025, an estimated $1.8M.
  • Global Wealth Management Investment Advisory first reported a position in Trade Desk in Q4 2018 and held it in 25 quarters.
  • Global Wealth Management Investment Advisory's Trade Desk position peaked at $1.8M in Q4 2024.
  • 1,050 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2025, filed 29 Apr 2025.