SFP
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SwitchPoint Financial Planning’s Trade Desk TTD Stock Holding History

SwitchPoint Financial Planning’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
-2,006
Closed -$236K – 52
2024
Q4 		$236K Buy
+2,006
New +$248K 0.23% 44

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

SwitchPoint Financial Planning's TTD Position: Q1 2025 in Review

SwitchPoint Financial Planning sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,006 shares — an estimated $236K sold.

SwitchPoint Financial Planning first reported a position in TTD in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • SwitchPoint Financial Planning reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • SwitchPoint Financial Planning sold 2,006 Trade Desk shares in Q1 2025, an estimated $236K.
  • SwitchPoint Financial Planning first reported a position in Trade Desk in Q4 2024 and held it in 1 quarter.
  • SwitchPoint Financial Planning's Trade Desk position peaked at $236K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2025, filed 29 Apr 2025.