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Keudell/Morrison Wealth Management’s Trade Desk TTD Stock Holding History

Keudell/Morrison 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
-2,034
Closed -$239K – 235
2024
Q4 		$239K Sell
2,034
-17
-0.8% -$2.1K 0.06% 182
2024
Q3 		$225K Hold
2,051
– – 0.06% 194
2024
Q2 		$200K Buy
+2,051
New +$185K 0.06% 200

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

Keudell/Morrison Wealth Management's TTD Position: Q1 2025 in Review

Keudell/Morrison Wealth Management sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,034 shares — an estimated $239K sold.

Keudell/Morrison Wealth Management first reported a position in TTD in Q2 2024 and held it in 3 quarters. The position peaked at $239K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Keudell/Morrison Wealth Management reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,034 Trade Desk shares in Q1 2025, an estimated $239K.
  • Keudell/Morrison Wealth Management first reported a position in Trade Desk in Q2 2024 and held it in 3 quarters.
  • Keudell/Morrison Wealth Management's Trade Desk position peaked at $239K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

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