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Synergy Asset Management’s Trade Desk TTD Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-310
Closed -$34K – 786
2024
Q4 		$34K Buy
+310
New +$38.4K ﹤0.01% 314
2021
Q2 		– Sell
-59,870
Closed -$3.9M – 133
2021
Q1 		$3.9M Buy
59,870
+5,470
+10% +$423K 1.17% 26
2020
Q4 		$4.36M Buy
+54,400
New +$4.11M 1.37% 34

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 $1.81T AUM 41.13% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Synergy Asset Management's TTD Position: Q1 2025 in Review

Synergy Asset Management sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 310 shares — an estimated $34K sold.

Synergy Asset Management first reported a position in TTD in Q4 2020 and held it in 3 quarters. The position peaked at $4.36M in Q4 2020. 1,050 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Synergy Asset Management reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 310 Trade Desk shares in Q1 2025, an estimated $34K.
  • Synergy Asset Management first reported a position in Trade Desk in Q4 2020 and held it in 3 quarters.
  • Synergy Asset Management's Trade Desk position peaked at $4.36M in Q4 2020.
  • 1,050 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.