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Perennial Investment Advisors’s Trade Desk TTD Stock Holding History

Perennial Investment 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
-3,017
Closed -$355K – 467
2024
Q4 		$355K Buy
3,017
+30
+1% +$3.71K 0.04% 268
2024
Q3 		$328K Hold
2,987
– – 0.04% 273
2024
Q2 		$292K Sell
2,987
-50
-2% -$4.51K 0.04% 282
2024
Q1 		$265K Buy
+3,037
New +$230K 0.04% 276
2022
Q2 		– Sell
-2,998
Closed -$206K – 223
2022
Q1 		$206K Sell
2,998
-1,027
-26% -$74.2K 0.07% 203
2021
Q4 		$368K Buy
4,025
+55
+1% +$4.82K 0.12% 153
2021
Q3 		$279K Buy
3,970
+45
+1% +$3.48K 0.1% 170
2021
Q2 		$304K Sell
3,925
-4,115
-51% -$263K 0.11% 156
2021
Q1 		$524K Sell
8,040
-560
-7% -$43.3K 0.21% 99
2020
Q4 		$689K Buy
+8,600
New +$649K 0.3% 73

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

Perennial Investment Advisors's TTD Position: Q1 2025 in Review

Perennial Investment Advisors sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 3,017 shares — an estimated $355K sold.

Perennial Investment Advisors first reported a position in TTD in Q4 2020 and held it in 10 quarters. The position peaked at $689K in Q4 2020. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Perennial Investment Advisors reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 3,017 Trade Desk shares in Q1 2025, an estimated $355K.
  • Perennial Investment Advisors first reported a position in Trade Desk in Q4 2020 and held it in 10 quarters.
  • Perennial Investment Advisors's Trade Desk position peaked at $689K in Q4 2020.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.