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Advisornet Financial’s DoubleVerify DV Stock Holding History

Advisornet Financial’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-55
Closed -$926 – 2037
2024
Q3 		$926 Sell
55
-10
-15% -$191 ﹤0.01% 1955
2024
Q2 		$1.27K Buy
+65
New +$1.57K ﹤0.01% 1748

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Advisornet Financial's DV Position: Q4 2024 in Review

Advisornet Financial sold out of DoubleVerify (DV) in Q4 2024, closing a stake of 55 shares — an estimated $926 sold.

Advisornet Financial first reported a position in DV in Q2 2024 and held it in 2 quarters. The position peaked at $1.27K in Q2 2024. 318 funds tracked by Wall St. Rank hold DV as of Q4 2024.

  • Advisornet Financial reported no remaining DoubleVerify position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 55 DoubleVerify shares in Q4 2024, an estimated $926.
  • Advisornet Financial first reported a position in DoubleVerify in Q2 2024 and held it in 2 quarters.
  • Advisornet Financial's DoubleVerify position peaked at $1.27K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.