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Sheaff Brock Investment Advisors’s Trade Desk TTD Stock Holding History

Sheaff Brock 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
-2,512
Closed -$295K – 484
2024
Q4 		$295K Sell
2,512
-1,000
-28% -$124K 0.03% 339
2024
Q3 		$385K Hold
3,512
– – 0.03% 293
2024
Q2 		$343K Sell
3,512
-5,280
-60% -$476K 0.03% 305
2024
Q1 		$769K Sell
8,792
-500
-5% -$37.9K 0.05% 228
2023
Q4 		$669K Buy
9,292
+150
+2% +$11K 0.05% 224
2023
Q3 		$714K Buy
9,142
+370
+4% +$29.9K 0.06% 199
2023
Q2 		$677K Sell
8,772
-700
-7% -$47.4K 0.06% 213
2023
Q1 		$577K Buy
9,472
+100
+1% +$5.32K 0.05% 238
2022
Q4 		$420K Buy
9,372
+32
+0.3% +$1.62K 0.04% 278
2022
Q3 		$558K Buy
9,340
+210
+2% +$11.9K 0.06% 219
2022
Q2 		$382K Buy
9,130
+360
+4% +$19.7K 0.03% 290
2022
Q1 		$607K Buy
8,770
+300
+4% +$21.7K 0.04% 246
2021
Q4 		$776K Sell
8,470
-350
-4% -$30.7K 0.05% 214
2021
Q3 		$620K Sell
8,820
-30
-0.3% -$2.32K 0.05% 227
2021
Q2 		$684K Buy
8,850
+190
+2% +$12.1K 0.05% 213
2021
Q1 		$564K Buy
8,660
+70
+0.8% +$5.41K 0.04% 235
2020
Q4 		$688K Buy
8,590
+160
+2% +$12.1K 0.06% 191
2020
Q3 		$437K Sell
8,430
-2,490
-23% -$114K 0.04% 231
2020
Q2 		$444K Buy
+10,920
New +$329K 0.04% 229
2020
Q1 		– Sell
-8,950
Closed -$233K – 494
2019
Q4 		$233K Buy
+8,950
New +$201K 0.02% 381

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sheaff Brock Investment Advisors's TTD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,512 shares — an estimated $295K sold.

Sheaff Brock Investment Advisors first reported a position in TTD in Q4 2019 and held it in 20 quarters. The position peaked at $776K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Sheaff Brock Investment Advisors reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,512 Trade Desk shares in Q1 2025, an estimated $295K.
  • Sheaff Brock Investment Advisors first reported a position in Trade Desk in Q4 2019 and held it in 20 quarters.
  • Sheaff Brock Investment Advisors's Trade Desk position peaked at $776K in Q4 2021.
  • 1,048 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.