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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RWA Wealth Partners's TTD Position: Q1 2025 in Review

RWA Wealth Partners sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,032 shares — an estimated $239K sold.

RWA Wealth Partners first reported a position in TTD in Q1 2018 and held it in 7 quarters. The position peaked at $259K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

RWA Wealth Partners reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
RWA Wealth Partners sold 2,032 Trade Desk shares in Q1 2025, an estimated $239K.
RWA Wealth Partners first reported a position in Trade Desk in Q1 2018 and held it in 7 quarters.
RWA Wealth Partners's Trade Desk position peaked at $259K in Q4 2021.
1,050 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.