Walled Lake Planning & Wealth Management’s Trade Desk TTD Stock Holding History

Walled Lake Planning & 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	-2,606	Closed	-$306K	–	137
2024 Q4	$306K	Sell	2,606 -23	-0.9%	-$2.85K	0.11%	107
2024 Q3	$288K	Hold	2,629	–	–	0.11%	102
2024 Q2	$257K	Buy	2,629 +71	+3%	+$6.41K	0.1%	99
2024 Q1	$224K	Sell	2,558 -395	-13%	-$29.9K	0.09%	97
2023 Q4	$212K	Hold	2,953	–	–	0.1%	98
2023 Q3	$231K	Sell	2,953 -37	-1%	-$2.99K	0.12%	86
2023 Q2	$231K	Buy	+2,990	New	+$202K	0.11%	85
2022 Q4	–	Sell	-3,490	Closed	-$209K	–	81
2022 Q3	$209K	Buy	+3,490	New	+$199K	0.15%	73
2022 Q2	–	Sell	-3,490	Closed	-$242K	–	92
2022 Q1	$242K	Hold	3,490	–	–	0.14%	74
2021 Q4	$320K	Hold	3,490	–	–	0.19%	65
2021 Q3	$245K	Hold	3,490	–	–	0.15%	68
2021 Q2	$270K	Hold	3,490	–	–	0.18%	66
2021 Q1	$227K	Hold	3,490	–	–	0.16%	66
2020 Q4	$280K	Sell	3,490 -270	-7%	-$20.4K	0.21%	57
2020 Q3	$195K	Sell	3,760 -760	-17%	-$34.7K	0.16%	65
2020 Q2	$184K	Hold	4,520	–	–	0.15%	64
2020 Q1	$87K	Hold	4,520	–	–	0.08%	88
2019 Q4	$117K	Buy	+4,520	New	+$102K	0.08%	85

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Walled Lake Planning & Wealth Management's TTD Position: Q1 2025 in Review

Walled Lake Planning & Wealth Management sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,606 shares — an estimated $306K sold.

Walled Lake Planning & Wealth Management first reported a position in TTD in Q4 2019 and held it in 18 quarters. The position peaked at $320K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

Walled Lake Planning & Wealth Management reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 2,606 Trade Desk shares in Q1 2025, an estimated $306K.
Walled Lake Planning & Wealth Management first reported a position in Trade Desk in Q4 2019 and held it in 18 quarters.
Walled Lake Planning & Wealth Management's Trade Desk position peaked at $320K in Q4 2021.
1,050 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.