UWS
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Unique Wealth Strategies’s Trade Desk TTD Stock Holding History

Unique Wealth Strategies’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 		– Sell
-4,481
Closed -$491K – 239
2024
Q3 		$491K Buy
4,481
+4,389
+4,771% +$438K 0.21% 137
2024
Q2 		$8.04K Buy
+92
New +$8.3K ﹤0.01% 343

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Unique Wealth Strategies's TTD Position: Q4 2024 in Review

Unique Wealth Strategies sold out of Trade Desk (TTD) in Q4 2024, closing a stake of 4,481 shares — an estimated $491K sold.

Unique Wealth Strategies first reported a position in TTD in Q2 2024 and held it in 2 quarters. The position peaked at $491K in Q3 2024. 1,209 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

  • Unique Wealth Strategies reported no remaining Trade Desk position as of Q4 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 4,481 Trade Desk shares in Q4 2024, an estimated $491K.
  • Unique Wealth Strategies first reported a position in Trade Desk in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Trade Desk position peaked at $491K in Q3 2024.
  • 1,209 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.