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Strategic Financial Concepts’s Trade Desk TTD Stock Holding History

Strategic Financial Concepts’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
-3,156
Closed -$346K – 338
2024
Q3 		$346K Sell
3,156
-280,814
-99% -$28M 0.11% 160
2024
Q2 		$63.2K Buy
283,970
+280,351
+7,747% +$25.3M 0.04% 223
2024
Q1 		$316K Buy
+3,619
New +$274K 0.08% 220
2023
Q4 		– Sell
-3,855
Closed -$301K – 256
2023
Q3 		$301K Buy
+3,855
New +$312K 0.1% 183

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Financial Concepts's TTD Position: Q4 2024 in Review

Strategic Financial Concepts sold out of Trade Desk (TTD) in Q4 2024, closing a stake of 3,156 shares — an estimated $346K sold.

Strategic Financial Concepts first reported a position in TTD in Q3 2023 and held it in 4 quarters. The position peaked at $346K in Q3 2024. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

  • Strategic Financial Concepts reported no remaining Trade Desk position as of Q4 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 3,156 Trade Desk shares in Q4 2024, an estimated $346K.
  • Strategic Financial Concepts first reported a position in Trade Desk in Q3 2023 and held it in 4 quarters.
  • Strategic Financial Concepts's Trade Desk position peaked at $346K in Q3 2024.
  • 1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Strategic Financial Concepts's 13F filing for Q4 2024, filed 28 Jan 2025.