IMG Wealth Management’s Trade Desk TTD Stock Holding History

IMG Wealth 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 Q1	–	Sell	-825	Closed	-$97K	–	300
2024 Q4	$97K	Buy	+825	New	+$102K	0.09%	105

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

IMG Wealth Management's TTD Position: Q1 2025 in Review

IMG Wealth Management sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 825 shares — an estimated $97K sold.

IMG Wealth Management first reported a position in TTD in Q4 2024 and held it in 1 quarter. The position peaked at $97K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

IMG Wealth Management reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
IMG Wealth Management sold 825 Trade Desk shares in Q1 2025, an estimated $97K.
IMG Wealth Management first reported a position in Trade Desk in Q4 2024 and held it in 1 quarter.
IMG Wealth Management's Trade Desk position peaked at $97K in Q4 2024.
1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on IMG Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.