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TFO Wealth Partners’s Trade Desk TTD Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-4
Closed -$288 – 922
2023
Q4 		$288 Hold
4
– – ﹤0.01% 532
2023
Q3 		$309 Buy
+4
New +$323 ﹤0.01% 644
2021
Q2 		– Sell
-4,990
Closed -$325K – 182
2021
Q1 		$325K Buy
+4,990
New +$386K 0.1% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's TTD Position: Q1 2024 in Review

TFO Wealth Partners sold out of Trade Desk (TTD) in Q1 2024, closing a stake of 4 shares — an estimated $288 sold.

TFO Wealth Partners first reported a position in TTD in Q1 2021 and held it in 3 quarters. The position peaked at $325K in Q1 2021. 968 funds tracked by Wall St. Rank hold TTD as of Q1 2024.

  • TFO Wealth Partners reported no remaining Trade Desk position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Trade Desk shares in Q1 2024, an estimated $288.
  • TFO Wealth Partners first reported a position in Trade Desk in Q1 2021 and held it in 3 quarters.
  • TFO Wealth Partners's Trade Desk position peaked at $325K in Q1 2021.
  • 968 funds tracked by Wall St. Rank held Trade Desk as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.