JWS
TTD icon

Juncture Wealth Strategies’s Trade Desk TTD Stock Holding History

Juncture Wealth Strategies’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
-6,639
Closed -$780K – 136
2024
Q4 		$780K Buy
6,639
+143
+2% +$17.7K 0.29% 55
2024
Q3 		$712K Buy
6,496
+135
+2% +$13.5K 0.28% 56
2024
Q2 		$621K Buy
6,361
+1,177
+23% +$106K 0.26% 54
2024
Q1 		$453K Buy
+5,184
New +$393K 0.2% 65

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
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
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
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

Juncture Wealth Strategies's TTD Position: Q1 2025 in Review

Juncture Wealth Strategies sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 6,639 shares — an estimated $780K sold.

Juncture Wealth Strategies first reported a position in TTD in Q1 2024 and held it in 4 quarters. The position peaked at $780K in Q4 2024. 1,047 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Juncture Wealth Strategies reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 6,639 Trade Desk shares in Q1 2025, an estimated $780K.
  • Juncture Wealth Strategies first reported a position in Trade Desk in Q1 2024 and held it in 4 quarters.
  • Juncture Wealth Strategies's Trade Desk position peaked at $780K in Q4 2024.
  • 1,047 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Juncture Wealth Strategies's 13F filing for Q1 2025, filed 10 Apr 2025.