NWMG
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National Wealth Management Group’s Trade Desk TTD Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-7,544
Closed -$737K – 171
2024
Q2 		$737K Buy
7,544
+2,287
+44% +$206K 0.56% 44
2024
Q1 		$460K Buy
+5,257
New +$398K 0.36% 75
2023
Q3 		– Sell
-6,179
Closed -$527K – 154
2023
Q2 		$527K Buy
+6,179
New +$418K 0.55% 56

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 $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Wealth Management Group's TTD Position: Q3 2024 in Review

National Wealth Management Group sold out of Trade Desk (TTD) in Q3 2024, closing a stake of 7,544 shares — an estimated $737K sold.

National Wealth Management Group first reported a position in TTD in Q2 2023 and held it in 3 quarters. The position peaked at $737K in Q2 2024. 1,058 funds tracked by Wall St. Rank hold TTD as of Q3 2024.

  • National Wealth Management Group reported no remaining Trade Desk position as of Q3 2024 after selling out during the quarter.
  • National Wealth Management Group sold 7,544 Trade Desk shares in Q3 2024, an estimated $737K.
  • National Wealth Management Group first reported a position in Trade Desk in Q2 2023 and held it in 3 quarters.
  • National Wealth Management Group's Trade Desk position peaked at $737K in Q2 2024.
  • 1,058 funds tracked by Wall St. Rank held Trade Desk as of Q3 2024.

Based on National Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.