OFG
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Oxford Financial Group’s Trade Desk TTD Stock Holding History

Oxford Financial 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
2025
Q1 		– Sell
-3,069
Closed -$361K – 296
2024
Q4 		$361K Sell
3,069
-61
-2% -$7.55K 0.02% 188
2024
Q3 		$343K Sell
3,130
-48
-2% -$4.79K 0.02% 186
2024
Q2 		$310K Buy
3,178
+50
+2% +$4.51K 0.02% 211
2024
Q1 		$273K Buy
3,128
+84
+3% +$6.37K 0.02% 192
2023
Q4 		$219K Hold
3,044
– – 0.02% 223
2023
Q3 		$238K Buy
+3,044
New +$246K 0.02% 196

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Oxford Financial Group's TTD Position: Q1 2025 in Review

Oxford Financial Group sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 3,069 shares — an estimated $361K sold.

Oxford Financial Group first reported a position in TTD in Q3 2023 and held it in 6 quarters. The position peaked at $361K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Oxford Financial Group reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 3,069 Trade Desk shares in Q1 2025, an estimated $361K.
  • Oxford Financial Group first reported a position in Trade Desk in Q3 2023 and held it in 6 quarters.
  • Oxford Financial Group's Trade Desk position peaked at $361K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.