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Jamison Private Wealth Management’s Trade Desk TTD Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-796
Closed -$87.3K – 447
2024
Q3 		$87.3K Hold
796
– – 0.01% 228
2024
Q2 		$77.7K Hold
796
– – 0.01% 227
2024
Q1 		$69.6K Sell
796
-99
-11% -$7.5K 0.01% 240
2023
Q4 		$64.4K Hold
895
– – 0.01% 225
2023
Q3 		$69.9K Buy
+895
New +$72.4K 0.01% 212

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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jamison Private Wealth Management's TTD Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Trade Desk (TTD) in Q4 2024, closing a stake of 796 shares — an estimated $87.3K sold.

Jamison Private Wealth Management first reported a position in TTD in Q3 2023 and held it in 5 quarters. The position peaked at $87.3K in Q3 2024. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Trade Desk position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 796 Trade Desk shares in Q4 2024, an estimated $87.3K.
  • Jamison Private Wealth Management first reported a position in Trade Desk in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Trade Desk position peaked at $87.3K in Q3 2024.
  • 1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.