AWM
DV icon

AE Wealth Management’s DoubleVerify DV Stock Holding History

AE Wealth Management’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
2022
Q4 		– Sell
-22,548
Closed -$617K – 1831
2022
Q3 		$617K Buy
+22,548
New +$581K ﹤0.01% 1139

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AE Wealth Management's DV Position: Q4 2022 in Review

AE Wealth Management sold out of DoubleVerify (DV) in Q4 2022, closing a stake of 22,548 shares — an estimated $617K sold.

AE Wealth Management first reported a position in DV in Q3 2022 and held it in 1 quarter. The position peaked at $617K in Q3 2022. 188 funds tracked by Wall St. Rank hold DV as of Q4 2022.

  • AE Wealth Management reported no remaining DoubleVerify position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 22,548 DoubleVerify shares in Q4 2022, an estimated $617K.
  • AE Wealth Management first reported a position in DoubleVerify in Q3 2022 and held it in 1 quarter.
  • AE Wealth Management's DoubleVerify position peaked at $617K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.