Tyler-Stone Wealth Management’s Trade Desk TTD Stock Holding History

Tyler-Stone 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
2025 Q1	–	Sell	-5,356	Closed	-$629K	–	334
2024 Q4	$629K	Hold	5,356	–	–	0.11%	167
2024 Q3	$587K	Buy	5,356 +2,403	+81%	+$240K	0.11%	164
2024 Q2	$288K	Sell	2,953 -800	-21%	-$72.2K	0.12%	147
2024 Q1	$328K	Sell	3,753 -3,200	-46%	-$242K	0.15%	130
2023 Q4	$500K	Sell	6,953 -500	-7%	-$36.7K	0.25%	80
2023 Q3	$582K	Hold	7,453	–	–	0.33%	62
2023 Q2	$576K	Buy	+7,453	New	+$504K	0.33%	65
2022 Q4	$468K	Sell	10,445 -600	-5%	-$30.4K	0.32%	68
2022 Q3	$660K	Sell	11,045 -12,470	-53%	-$710K	0.5%	45
2022 Q2	$985K	Sell	23,515 -3,550	-13%	-$194K	0.66%	34
2022 Q1	$1.87M	Sell	27,065 -4,665	-15%	-$337K	1.03%	22
2021 Q4	$2.91M	Buy	+31,730	New	+$2.78M	1.54%	13

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tyler-Stone Wealth Management's TTD Position: Q1 2025 in Review

Tyler-Stone Wealth Management sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 5,356 shares — an estimated $629K sold.

Tyler-Stone Wealth Management first reported a position in TTD in Q4 2021 and held it in 12 quarters. The position peaked at $2.91M in Q4 2021. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

Tyler-Stone Wealth Management reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
Tyler-Stone Wealth Management sold 5,356 Trade Desk shares in Q1 2025, an estimated $629K.
Tyler-Stone Wealth Management first reported a position in Trade Desk in Q4 2021 and held it in 12 quarters.
Tyler-Stone Wealth Management's Trade Desk position peaked at $2.91M in Q4 2021.
1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.