IEQ Capital’s Trade Desk TTD Stock Holding History

IEQ Capital’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	-12,287	Closed	-$1.44M	–	1737
2024 Q4	$1.44M	Sell	12,287 -925	-7%	-$114K	0.01%	579
2024 Q3	$1.45M	Buy	13,212 +2,176	+20%	+$217K	0.02%	445
2024 Q2	$1.08M	Buy	11,036 +1,398	+15%	+$126K	0.01%	462
2024 Q1	$843K	Sell	9,638 -550	-5%	-$41.7K	0.01%	501
2023 Q4	$733K	Buy	10,188 +879	+9%	+$64.6K	0.01%	488
2023 Q3	$727K	Buy	9,309 +817	+10%	+$66.1K	0.01%	470
2023 Q2	$656K	Buy	8,492 +1,277	+18%	+$86.4K	0.01%	478
2023 Q1	$439K	Sell	7,215 -5,919	-45%	-$315K	0.01%	612
2022 Q4	$589K	Sell	13,134 -9,525	-42%	-$483K	0.02%	472
2022 Q3	$1.35M	Buy	22,659 +13,716	+153%	+$780K	0.04%	301
2022 Q2	$375K	Buy	8,943 +109	+1%	+$5.97K	0.01%	539
2022 Q1	$612K	Sell	8,834 -500	-5%	-$36.1K	0.01%	448
2021 Q4	$855K	Buy	9,334 +2,727	+41%	+$239K	0.02%	338
2021 Q3	$465K	Buy	6,607 +2,181	+49%	+$169K	0.01%	453
2021 Q2	$342K	Buy	+4,426	New	+$283K	0.01%	437

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Edgewood Management

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

Jennison Associates

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

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

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