Ownership history in NewEdge Wealth, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in THE TRADE DESK INC (TTD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π NewEdge Wealth, LLC underperformed the S&P 500 by β14.3% annually on this TTD position. Timing score: 50% (5/10 decisions correct). Average cost basis: $65.76. Maximum drawdown during holding period: β58.3%.
β Significantly underperformed the S&P 500 by 14.3% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $54.72 (2025 Q1) Β· Worst: $109.65 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 7 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size