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
2021 Q4	–	Sell	-5,000	Closed	-$352K	–	340
2021 Q3	$352K	Buy	+5,000	New	+$387K	0.09%	175

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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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. 1,210 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.
1,210 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.