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NWAM LLC’s Trade Desk TTD Stock Holding History

NWAM LLC’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
-5,193
Closed -$452K – 662
2025
Q2 		$452K Buy
+5,193
New +$332K 0.03% 420
2025
Q1 		– Sell
-2,231
Closed -$262K – 601
2024
Q4 		$262K Sell
2,231
-325
-13% -$40.2K 0.02% 506
2024
Q3 		$280K Buy
+2,556
New +$255K 0.02% 512
2022
Q1 		– Sell
-2,229
Closed -$204K – 565
2021
Q4 		$204K Buy
+2,229
New +$195K 0.02% 487
2021
Q1 		– Sell
-2,750
Closed -$220K – 532
2020
Q4 		$220K Buy
+2,750
New +$208K 0.03% 408

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 $1.02T AUM 30.18% 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