LWM
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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