MWM
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Mattern Wealth Management’s Trade Desk TTD Stock Holding History

Mattern 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
Q3 		– Sell
-3,820
Closed -$275K – 167
2025
Q2 		$275K Sell
3,820
-500
-12% -$31.9K 0.06% 133
2025
Q1 		$236K Hold
4,320
– – 0.05% 149
2024
Q4 		$508K Hold
4,320
– – 0.11% 99
2024
Q3 		$474K Sell
4,320
-250
-5% -$24.9K 0.1% 105
2024
Q2 		$446K Hold
4,570
– – 0.11% 113
2024
Q1 		$400K Sell
4,570
-320
-7% -$24.2K 0.1% 125
2023
Q4 		$352K Buy
4,890
+500
+11% +$36.7K 0.09% 128
2023
Q3 		$343K Hold
4,390
– – 0.1% 123
2023
Q2 		$339K Hold
4,390
– – 0.1% 128
2023
Q1 		$267K Buy
+4,390
New +$234K 0.09% 146
2022
Q4 		– Sell
-4,390
Closed -$262K – 165
2022
Q3 		$262K Buy
+4,390
New +$250K 0.11% 132
2022
Q2 		– Sell
-4,440
Closed -$307K – 164
2022
Q1 		$307K Hold
4,440
– – 0.1% 126
2021
Q4 		$407K Sell
4,440
-30
-0.7% -$2.63K 0.12% 123
2021
Q3 		$314K Sell
4,470
-150
-3% -$11.6K 0.11% 133
2021
Q2 		$326K Buy
4,620
+50
+1% +$3.19K 0.1% 135
2021
Q1 		$298K Buy
4,570
+70
+2% +$5.41K 0.11% 132
2020
Q4 		$360K Sell
4,500
-110
-2% -$8.31K 0.14% 120
2020
Q3 		$239K Buy
+4,610
New +$211K 0.1% 133

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return