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WR Wealth Planners’s Trade Desk TTD Stock Holding History

WR Wealth Planners’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
Q4 		$4.35K Buy
37
+6
+19% +$742 ﹤0.01% 727
2024
Q3 		$3.4K Buy
31
+4
+15% +$399 ﹤0.01% 808
2024
Q2 		$2.64K Buy
27
+9
+50% +$812 ﹤0.01% 829
2024
Q1 		$1.57K Buy
+18
New +$1.36K ﹤0.01% 909
2022
Q3 		– Sell
-316
Closed -$13.2K – 560
2022
Q2 		$13.2K Hold
316
– – 0.01% 261
2022
Q1 		$21.9K Buy
+316
New +$22.8K 0.01% 224

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's TTD Position: Q4 2024 in Review

WR Wealth Planners increased its Trade Desk (TTD) stake by 19% in Q4 2024, buying an estimated $742 and bringing the position to 37 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

WR Wealth Planners first reported a position in TTD in Q1 2022 and has held it in 6 quarters since. The position peaked at $21.9K in Q1 2022. 1,210 funds tracked by Wall St. Rank hold TTD as of Q4 2024.

  • WR Wealth Planners held 37 shares of Trade Desk worth $4.35K as of Q4 2024.
  • WR Wealth Planners bought 6 Trade Desk shares in Q4 2024, an estimated $742.
  • Trade Desk made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #727 holding.
  • WR Wealth Planners first reported a position in Trade Desk in Q1 2022 and has held it in 6 quarters since.
  • WR Wealth Planners's Trade Desk position peaked at $21.9K in Q1 2022.
  • 1,210 funds tracked by Wall St. Rank held Trade Desk as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.