HBW Advisory Services’s Trade Desk TTD Stock Holding History

HBW Advisory Services’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	-2,165	Closed	-$254K	–	424
2024 Q4	$254K	Sell	2,165 -166	-7%	-$20.5K	0.03%	310
2024 Q3	$256K	Buy	2,331 +8	+0.3%	+$798	0.04%	306
2024 Q2	$227K	Buy	+2,323	New	+$210K	0.04%	303
2023 Q4	–	Sell	-2,616	Closed	-$204K	–	328
2023 Q3	$204K	Sell	2,616 -1,774	-40%	-$143K	0.04%	268
2023 Q2	$339K	Buy	+4,390	New	+$297K	0.07%	216
2022 Q2	–	Sell	-2,923	Closed	-$202K	–	254
2022 Q1	$202K	Hold	2,923	–	–	0.07%	217
2021 Q4	$268K	Sell	2,923 -99	-3%	-$8.67K	0.06%	222
2021 Q3	$212K	Sell	3,022 -1,022	-25%	-$79K	0.05%	234
2021 Q2	$313K	Buy	+4,044	New	+$258K	0.08%	183
2021 Q1	–	Sell	-3,270	Closed	-$262K	–	268
2020 Q4	$262K	Buy	+3,270	New	+$247K	0.08%	179

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 $3.37T AUM 44.26% 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

HBW Advisory Services's TTD Position: Q1 2025 in Review

HBW Advisory Services sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,165 shares — an estimated $254K sold.

HBW Advisory Services first reported a position in TTD in Q4 2020 and held it in 10 quarters. The position peaked at $339K in Q2 2023. 1,049 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

HBW Advisory Services reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
HBW Advisory Services sold 2,165 Trade Desk shares in Q1 2025, an estimated $254K.
HBW Advisory Services first reported a position in Trade Desk in Q4 2020 and held it in 10 quarters.
HBW Advisory Services's Trade Desk position peaked at $339K in Q2 2023.
1,049 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on HBW Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.