Western Pacific Wealth Management’s Trade Desk TTD Stock Holding History

Western Pacific 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	-1,000	Closed	-$118K	–	212
2024 Q4	$118K	Hold	1,000	–	–	0.09%	98
2024 Q3	$110K	Hold	1,000	–	–	0.07%	112
2024 Q2	$97.7K	Hold	1,000	–	–	0.07%	101
2024 Q1	$87.4K	Hold	1,000	–	–	0.06%	109
2023 Q4	$72K	Hold	1,000	–	–	0.05%	118
2023 Q3	$78.2K	Hold	1,000	–	–	0.06%	101
2023 Q2	$77.2K	Buy	+1,000	New	+$67.7K	0.06%	106
2022 Q2	–	Sell	-125	Closed	-$8K	–	219
2022 Q1	$8K	Hold	125	–	–	0.01%	168
2021 Q4	$11K	Buy	+125	New	+$10.9K	0.01%	170

Other funds holding TTD

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Pacific Wealth Management's TTD Position: Q1 2025 in Review

Western Pacific Wealth Management sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 1,000 shares — an estimated $118K sold.

Western Pacific Wealth Management first reported a position in TTD in Q4 2021 and held it in 9 quarters. The position peaked at $118K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

Western Pacific Wealth Management reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
Western Pacific Wealth Management sold 1,000 Trade Desk shares in Q1 2025, an estimated $118K.
Western Pacific Wealth Management first reported a position in Trade Desk in Q4 2021 and held it in 9 quarters.
Western Pacific Wealth Management's Trade Desk position peaked at $118K in Q4 2024.
1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Western Pacific Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.