Sugarloaf Wealth Management’s Trade Desk TTD Stock Holding History

Sugarloaf Wealth 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	$82.3K	Hold	700	–	–	0.02%	242
2024 Q3	$76.8K	Hold	700	–	–	0.01%	262
2024 Q2	$68.4K	Hold	700	–	–	0.01%	262
2024 Q1	$61.2K	Hold	700	–	–	0.01%	273
2023 Q4	$50.4K	Hold	700	–	–	0.01%	286
2023 Q3	$54.7K	Buy	+700	New	+$56.6K	0.01%	280
2023 Q2	–	Sell	-242	Closed	-$14.7K	–	715
2023 Q1	$14.7K	Hold	242	–	–	﹤0.01%	433
2022 Q4	$10.8K	Sell	242 -20	-8%	-$1.01K	﹤0.01%	486
2022 Q3	$16K	Buy	262 +147	+128%	+$8.37K	﹤0.01%	451
2022 Q2	$5K	Buy	115 +95	+475%	+$5.2K	﹤0.01%	615
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	700
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	691
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	742
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	691
2021 Q1	$1	Hold	20	–	–	﹤0.01%	726
2020 Q4	$2K	Buy	+20	New	+$1.51K	﹤0.01%	653
2020 Q3	–	Sell	-500	Closed	-$10K	–	721
2020 Q2	$10K	Hold	500	–	–	﹤0.01%	451
2020 Q1	$10K	Buy	+500	New	+$12.9K	﹤0.01%	436

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

Sugarloaf Wealth Management's TTD Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Trade Desk (TTD) position steady in Q4 2024 at 700 shares worth $82.3K. The position accounts for 0.02% of the portfolio, ranked #242.

Sugarloaf Wealth Management first reported a position in TTD in Q1 2020 and has held it in 18 quarters since. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

Sugarloaf Wealth Management held 700 shares of Trade Desk worth $82.3K as of Q4 2024.
Sugarloaf Wealth Management left its Trade Desk share count unchanged in Q4 2024.
Trade Desk made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #242 holding.
Sugarloaf Wealth Management first reported a position in Trade Desk in Q1 2020 and has held it in 18 quarters since.
1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.