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Realta Investment Advisors’s Trade Desk TTD Stock Holding History

Realta 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
-1,774
Closed -$216K – 369
2024
Q4 		$216K Buy
+1,774
New +$219K 0.09% 177
2022
Q1 		– Sell
-2,275
Closed -$208K – 464
2021
Q4 		$208K Buy
+2,275
New +$199K 0.05% 391
2021
Q3 		– Sell
-2,700
Closed -$209K – 425
2021
Q2 		$209K Sell
2,700
-1,450
-35% -$92.7K 0.05% 369
2021
Q1 		$270K Buy
4,150
+1,100
+36% +$85K 0.07% 297
2020
Q4 		$244K Buy
+3,050
New +$230K 0.07% 277
2020
Q1 		– Sell
-1,150
Closed -$31K – 1301
2019
Q4 		$31K Sell
1,150
-300
-21% -$6.75K 0.01% 798
2019
Q3 		$29K Hold
1,450
– – 0.01% 816
2019
Q2 		$34K Buy
+1,450
New +$31.2K 0.01% 771

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

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

Realta Investment Advisors sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,774 shares — an estimated $216K sold.

Realta Investment Advisors first reported a position in TTD in Q2 2019 and held it in 8 quarters. The position peaked at $270K in Q1 2021. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Realta Investment Advisors reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 1,774 Trade Desk shares in Q1 2025, an estimated $216K.
  • Realta Investment Advisors first reported a position in Trade Desk in Q2 2019 and held it in 8 quarters.
  • Realta Investment Advisors's Trade Desk position peaked at $270K in Q1 2021.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.