Liberty Wealth Management’s Trade Desk TTD Stock Holding History

Liberty 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	-2,507	Closed	-$295K	–	202
2024 Q4	$295K	Buy	2,507 +430	+21%	+$53.2K	0.05%	162
2024 Q3	$228K	Buy	+2,077	New	+$207K	0.04%	192
2021 Q4	–	Sell	-1,315	Closed	-$97K	–	1025
2021 Q3	$97K	Buy	1,315 +295	+29%	+$22.8K	0.03%	297
2021 Q2	$79K	Buy	1,020 +40	+4%	+$2.56K	0.03%	245
2021 Q1	$77K	Hold	980	–	–	0.04%	216
2020 Q4	$77K	Sell	980 -30	-3%	-$2.27K	0.04%	214
2020 Q3	$52K	Buy	1,010 +80	+9%	+$3.65K	0.03%	230
2020 Q2	$38K	Hold	930	–	–	0.03%	262
2020 Q1	$18K	Hold	930	–	–	0.02%	377
2019 Q4	$24K	Hold	930	–	–	0.02%	389
2019 Q3	$17K	Hold	930	–	–	0.02%	422
2019 Q2	$21K	Hold	930	–	–	0.02%	402
2019 Q1	$18K	Hold	930	–	–	0.01%	360
2018 Q4	$10K	Buy	+930	New	+$11.6K	0.01%	433

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

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

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's TTD Position: Q1 2025 in Review

Liberty Wealth Management sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,507 shares — an estimated $295K sold.

Liberty Wealth Management first reported a position in TTD in Q4 2018 and held it in 14 quarters. The position peaked at $295K in Q4 2024. 1,050 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

Liberty Wealth Management reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
Liberty Wealth Management sold 2,507 Trade Desk shares in Q1 2025, an estimated $295K.
Liberty Wealth Management first reported a position in Trade Desk in Q4 2018 and held it in 14 quarters.
Liberty Wealth Management's Trade Desk position peaked at $295K in Q4 2024.
1,050 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Liberty Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.