New Wave Wealth Advisors’s Trade Desk TTD Stock Holding History

New Wave Wealth Advisors’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	-1,721	Closed	-$202K	–	632
2024 Q4	$202K	Buy	+1,721	New	+$213K	0.08%	134

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Wave Wealth Advisors's TTD Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,721 shares — an estimated $202K sold.

New Wave Wealth Advisors first reported a position in TTD in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

New Wave Wealth Advisors reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 1,721 Trade Desk shares in Q1 2025, an estimated $202K.
New Wave Wealth Advisors first reported a position in Trade Desk in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Trade Desk position peaked at $202K in Q4 2024.
1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.