L.J. Altfest & Co’s Trade Desk TTD Stock Holding History

L.J. Altfest & Co’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	-1,845	Closed	-$217K	–	364
2024 Q4	$217K	Buy	1,845 +6	+0.3%	+$742	0.03%	303
2024 Q3	$202K	Buy	+1,839	New	+$183K	0.03%	319

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

L.J. Altfest & Co's TTD Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,845 shares — an estimated $217K sold.

L.J. Altfest & Co first reported a position in TTD in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

L.J. Altfest & Co reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
L.J. Altfest & Co sold 1,845 Trade Desk shares in Q1 2025, an estimated $217K.
L.J. Altfest & Co first reported a position in Trade Desk in Q3 2024 and held it in 2 quarters.
L.J. Altfest & Co's Trade Desk position peaked at $217K in Q4 2024.
1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.