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WMS Partners’s Trade Desk TTD Stock Holding History

WMS Partners’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
-2,531
Closed -$297K – 250
2024
Q4 		$297K Buy
2,531
+49
+2% +$6.06K 0.02% 243
2024
Q3 		$272K Sell
2,482
-26
-1% -$2.59K 0.02% 241
2024
Q2 		$245K Sell
2,508
-92
-4% -$8.3K 0.02% 234
2024
Q1 		$227K Buy
+2,600
New +$197K 0.02% 245
2023
Q4 		– Sell
-2,582
Closed -$202K – 274
2023
Q3 		$202K Buy
+2,582
New +$209K 0.02% 248

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

WMS Partners's TTD Position: Q1 2025 in Review

WMS Partners sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,531 shares — an estimated $297K sold.

WMS Partners first reported a position in TTD in Q3 2023 and held it in 5 quarters. The position peaked at $297K in Q4 2024. 1,046 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • WMS Partners reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 2,531 Trade Desk shares in Q1 2025, an estimated $297K.
  • WMS Partners first reported a position in Trade Desk in Q3 2023 and held it in 5 quarters.
  • WMS Partners's Trade Desk position peaked at $297K in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.