PCS
TTD icon

Personal CFO Solutions’s Trade Desk TTD Stock Holding History

Personal CFO Solutions’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
-1,818
Closed -$214K – 492
2024
Q4 		$214K Sell
1,818
-73
-4% -$9.03K 0.04% 430
2024
Q3 		$207K Buy
+1,891
New +$189K 0.03% 530
2023
Q4 		– Sell
-2,975
Closed -$232K – 547
2023
Q3 		$232K Buy
2,975
+14
+0.5% +$1.13K 0.05% 391
2023
Q2 		$229K Buy
+2,961
New +$200K 0.05% 410
2022
Q1 		– Sell
-3,160
Closed -$290K – 513
2021
Q4 		$290K Buy
3,160
+184
+6% +$16.1K 0.05% 332
2021
Q3 		$209K Buy
2,976
+177
+6% +$13.7K 0.04% 408
2021
Q2 		$217K Buy
+2,799
New +$179K 0.04% 392

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

Personal CFO Solutions's TTD Position: Q1 2025 in Review

Personal CFO Solutions sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,818 shares — an estimated $214K sold.

Personal CFO Solutions first reported a position in TTD in Q2 2021 and held it in 7 quarters. The position peaked at $290K in Q4 2021. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Personal CFO Solutions reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 1,818 Trade Desk shares in Q1 2025, an estimated $214K.
  • Personal CFO Solutions first reported a position in Trade Desk in Q2 2021 and held it in 7 quarters.
  • Personal CFO Solutions's Trade Desk position peaked at $290K in Q4 2021.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.