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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
-100
Closed -$11.8K – 466
2024
Q4 		$11.8K Hold
100
– – ﹤0.01% 404
2024
Q3 		$11K Buy
+100
New +$9.98K ﹤0.01% 398

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 1,048 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.
  • 1,048 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.