WFC
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Western Financial Corp’s Trade Desk TTD Stock Holding History

Western Financial Corp’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
-4,030
Closed -$474K – 138
2024
Q4 		$474K Buy
+4,030
New +$499K 0.26% 92
2024
Q1 		– Sell
-9,417
Closed -$678K – 129
2023
Q4 		$678K Buy
9,417
+1,320
+16% +$97K 0.45% 71
2023
Q3 		$633K Sell
8,097
-1,410
-15% -$114K 0.46% 69
2023
Q2 		$734K Sell
9,507
-2,756
-22% -$186K 0.5% 54
2023
Q1 		$747K Buy
12,263
+655
+6% +$34.9K 0.53% 50
2022
Q4 		$520K Buy
+11,608
New +$589K 0.34% 83

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Western Financial Corp's TTD Position: Q1 2025 in Review

Western Financial Corp sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 4,030 shares — an estimated $474K sold.

Western Financial Corp first reported a position in TTD in Q4 2022 and held it in 6 quarters. The position peaked at $747K in Q1 2023. 1,049 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Western Financial Corp reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Western Financial Corp sold 4,030 Trade Desk shares in Q1 2025, an estimated $474K.
  • Western Financial Corp first reported a position in Trade Desk in Q4 2022 and held it in 6 quarters.
  • Western Financial Corp's Trade Desk position peaked at $747K in Q1 2023.
  • 1,049 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Western Financial Corp's 13F filing for Q1 2025, filed 23 Apr 2025.