WI
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WBI Investments’s Trade Desk TTD Stock Holding History

WBI Investments’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
Q3 		– Sell
-3,192
Closed -$312K – 270
2024
Q2 		$312K Sell
3,192
-17,204
-84% -$1.55M 0.08% 142
2024
Q1 		$1.78M Buy
20,396
+16,173
+383% +$1.23M 0.37% 71
2023
Q4 		$304K Buy
+4,223
New +$310K 0.06% 175

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WBI Investments's TTD Position: Q3 2024 in Review

WBI Investments sold out of Trade Desk (TTD) in Q3 2024, closing a stake of 3,192 shares — an estimated $312K sold.

WBI Investments first reported a position in TTD in Q4 2023 and held it in 3 quarters. The position peaked at $1.78M in Q1 2024. 1,058 funds tracked by Wall St. Rank hold TTD as of Q3 2024.

  • WBI Investments reported no remaining Trade Desk position as of Q3 2024 after selling out during the quarter.
  • WBI Investments sold 3,192 Trade Desk shares in Q3 2024, an estimated $312K.
  • WBI Investments first reported a position in Trade Desk in Q4 2023 and held it in 3 quarters.
  • WBI Investments's Trade Desk position peaked at $1.78M in Q1 2024.
  • 1,058 funds tracked by Wall St. Rank held Trade Desk as of Q3 2024.

Based on WBI Investments's 13F filing for Q3 2024, filed 12 Nov 2024.