RWP
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RWA Wealth Partners’s Trade Desk TTD Stock Holding History

RWA Wealth Partners’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
-2,032
Closed -$239K – 583
2024
Q4 		$239K Hold
2,032
– – ﹤0.01% 517
2024
Q3 		$223K Buy
+2,032
New +$203K ﹤0.01% 529
2022
Q1 		– Sell
-2,830
Closed -$259K – 274
2021
Q4 		$259K Buy
+2,830
New +$248K 0.02% 225
2021
Q3 		– Sell
-2,810
Closed -$217K – 250
2021
Q2 		$217K Buy
+2,810
New +$180K 0.02% 233
2021
Q1 		– Sell
-2,810
Closed -$225K – 249
2020
Q4 		$225K Buy
+2,810
New +$212K 0.02% 218
2018
Q3 		– Sell
-3,000
Closed -$28K – 660
2018
Q2 		$28K Hold
3,000
– – ﹤0.01% 495
2018
Q1 		$15K Buy
+3,000
New +$15.4K ﹤0.01% 430

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