Secure Asset Management’s Trade Desk TTD Stock Holding History

Secure Asset Management’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
2024 Q4	–	Sell	-2,028	Closed	-$222K	–	346
2024 Q3	$222K	Buy	+2,028	New	+$202K	0.04%	283

Other funds holding TTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Secure Asset Management's TTD Position: Q4 2024 in Review

Secure Asset Management sold out of Trade Desk (TTD) in Q4 2024, closing a stake of 2,028 shares — an estimated $222K sold.

Secure Asset Management first reported a position in TTD in Q3 2024 and held it in 1 quarter. The position peaked at $222K in Q3 2024. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

Secure Asset Management reported no remaining Trade Desk position as of Q4 2024 after selling out during the quarter.
Secure Asset Management sold 2,028 Trade Desk shares in Q4 2024, an estimated $222K.
Secure Asset Management first reported a position in Trade Desk in Q3 2024 and held it in 1 quarter.
Secure Asset Management's Trade Desk position peaked at $222K in Q3 2024.
1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Secure Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.