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Walkner Condon Financial Advisors’s Trade Desk TTD Stock Holding History

Walkner Condon Financial Advisors’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
-1,750
Closed -$206K – 301
2024
Q4 		$206K Buy
+1,750
New +$217K 0.04% 268
2024
Q2 		– Sell
-2,701
Closed -$236K – 272
2024
Q1 		$236K Buy
+2,701
New +$205K 0.05% 243

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

Walkner Condon Financial Advisors's TTD Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,750 shares — an estimated $206K sold.

Walkner Condon Financial Advisors first reported a position in TTD in Q1 2024 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Walkner Condon Financial Advisors reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 1,750 Trade Desk shares in Q1 2025, an estimated $206K.
  • Walkner Condon Financial Advisors first reported a position in Trade Desk in Q1 2024 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's Trade Desk position peaked at $236K in Q1 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.