PDS Planning’s Trade Desk TTD Stock Holding History

PDS Planning’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	-1,830	Closed	-$215K	–	490
2024 Q4	$215K	Buy	+1,830	New	+$226K	0.02%	387

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

PDS Planning's TTD Position: Q1 2025 in Review

PDS Planning sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,830 shares — an estimated $215K sold.

PDS Planning first reported a position in TTD in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

PDS Planning reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
PDS Planning sold 1,830 Trade Desk shares in Q1 2025, an estimated $215K.
PDS Planning first reported a position in Trade Desk in Q4 2024 and held it in 1 quarter.
PDS Planning's Trade Desk position peaked at $215K in Q4 2024.
1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on PDS Planning's 13F filing for Q1 2025, filed 24 Apr 2025.