VW
TTD icon

Vance Wealth’s Trade Desk TTD Stock Holding History

Vance Wealth’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
-1,940
Closed -$228K – 109
2024
Q4 		$228K Sell
1,940
-54
-3% -$6.68K 0.09% 90
2024
Q3 		$219K Buy
+1,994
New +$199K 0.08% 92
2022
Q2 		– Sell
-3,619
Closed -$251K – 66
2022
Q1 		$251K Buy
3,619
+305
+9% +$22K 0.32% 48
2021
Q4 		$304K Buy
+3,314
New +$290K 0.3% 43

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

Vance Wealth's TTD Position: Q1 2025 in Review

Vance Wealth sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,940 shares — an estimated $228K sold.

Vance Wealth first reported a position in TTD in Q4 2021 and held it in 4 quarters. The position peaked at $304K in Q4 2021. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Vance Wealth reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Vance Wealth sold 1,940 Trade Desk shares in Q1 2025, an estimated $228K.
  • Vance Wealth first reported a position in Trade Desk in Q4 2021 and held it in 4 quarters.
  • Vance Wealth's Trade Desk position peaked at $304K in Q4 2021.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Vance Wealth's 13F filing for Q1 2025, filed 14 May 2025.