SVWAG
TTD icon

Sound View Wealth Advisors Group’s Trade Desk TTD Stock Holding History

Sound View Wealth Advisors Group’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
-2,093
Closed -$246K – 429
2024
Q4 		$246K Buy
+2,093
New +$259K 0.02% 372

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

Sound View Wealth Advisors Group's TTD Position: Q1 2025 in Review

Sound View Wealth Advisors Group sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,093 shares — an estimated $246K sold.

Sound View Wealth Advisors Group first reported a position in TTD in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Sound View Wealth Advisors Group reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,093 Trade Desk shares in Q1 2025, an estimated $246K.
  • Sound View Wealth Advisors Group first reported a position in Trade Desk in Q4 2024 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's Trade Desk position peaked at $246K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2025, filed 8 May 2025.