Lake Street Private Wealth’s Trade Desk TTD Stock Holding History

Lake Street Private Wealth’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	-4,105	Closed	-$450K	–	269
2024 Q3	$450K	Sell	4,105 -26,255	-86%	-$2.62M	0.07%	170
2024 Q2	$2.97M	Buy	30,360 +2,832	+10%	+$256K	0.38%	70
2024 Q1	$2.41M	Hold	27,528	–	–	0.33%	80
2023 Q4	$1.98M	Buy	27,528 +14,000	+103%	+$1.03M	0.31%	85
2023 Q3	$1.05M	Sell	13,528 -12	-0.1%	-$970	0.19%	119
2023 Q2	$1.05M	Sell	13,540 -45	-0.3%	-$3.04K	0.18%	126
2023 Q1	$827K	Sell	13,585 -90	-0.7%	-$4.79K	0.15%	144
2022 Q4	$613K	Buy	13,675 +120	+0.9%	+$6.08K	0.13%	160
2022 Q3	$810K	Sell	13,555 -160	-1%	-$9.11K	0.19%	129
2022 Q2	$575K	Buy	+13,715	New	+$751K	0.12%	154
2021 Q4	–	Sell	-1,290	Closed	-$91K	–	341
2021 Q3	$91K	Buy	+1,290	New	+$99.7K	0.02%	226

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lake Street Private Wealth's TTD Position: Q4 2024 in Review

Lake Street Private Wealth sold out of Trade Desk (TTD) in Q4 2024, closing a stake of 4,105 shares — an estimated $450K sold.

Lake Street Private Wealth first reported a position in TTD in Q3 2021 and held it in 11 quarters. The position peaked at $2.97M in Q2 2024. 1,212 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

Lake Street Private Wealth reported no remaining Trade Desk position as of Q4 2024 after selling out during the quarter.
Lake Street Private Wealth sold 4,105 Trade Desk shares in Q4 2024, an estimated $450K.
Lake Street Private Wealth first reported a position in Trade Desk in Q3 2021 and held it in 11 quarters.
Lake Street Private Wealth's Trade Desk position peaked at $2.97M in Q2 2024.
1,212 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Lake Street Private Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.