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Waterway Wealth Management’s Trade Desk TTD Stock Holding History

Waterway 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
-2,331
Closed -$274K – 87
2024
Q4 		$274K Hold
2,331
– – 0.12% 68
2024
Q3 		$256K Hold
2,331
– – 0.11% 65
2024
Q2 		$228K Hold
2,331
– – 0.11% 56
2024
Q1 		$204K Buy
+2,331
New +$177K 0.09% 68

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

Waterway Wealth Management's TTD Position: Q1 2025 in Review

Waterway Wealth Management sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,331 shares — an estimated $274K sold.

Waterway Wealth Management first reported a position in TTD in Q1 2024 and held it in 4 quarters. The position peaked at $274K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Waterway Wealth Management reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 2,331 Trade Desk shares in Q1 2025, an estimated $274K.
  • Waterway Wealth Management first reported a position in Trade Desk in Q1 2024 and held it in 4 quarters.
  • Waterway Wealth Management's Trade Desk position peaked at $274K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Waterway Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.