Advisory Research’s Integral Ad Science IAS Stock Holding History

Advisory Research’s Portfolio IAS Stock Details IAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-60,602	Closed	-$721K	–	392
2023 Q3	$721K	Sell	60,602 -10,535	-15%	-$163K	0.1%	233
2023 Q2	$1.28M	Buy	71,137 +22,926	+48%	+$387K	0.16%	171
2023 Q1	$688K	Buy	+48,211	New	+$541K	0.11%	210

Other funds holding IAS

VEPM

Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return

AVA

Atlas Venture Advisors Boston, Massachusetts $122M AUM 26.28% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Advisory Research's IAS Position: Q4 2023 in Review

Advisory Research sold out of Integral Ad Science (IAS) in Q4 2023, closing a stake of 60,602 shares — an estimated $721K sold.

Advisory Research first reported a position in IAS in Q1 2023 and held it in 3 quarters. The position peaked at $1.28M in Q2 2023. 173 funds tracked by Wall St. Rank hold IAS as of Q4 2023.

Advisory Research reported no remaining Integral Ad Science position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 60,602 Integral Ad Science shares in Q4 2023, an estimated $721K.
Advisory Research first reported a position in Integral Ad Science in Q1 2023 and held it in 3 quarters.
Advisory Research's Integral Ad Science position peaked at $1.28M in Q2 2023.
173 funds tracked by Wall St. Rank held Integral Ad Science as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.