Avantax Advisory Services’s DoubleVerify DV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$189K	Sell	12,639 -13,287	-51%	-$182K	﹤0.01%	2221
2025 Q1	$347K	Buy	25,926 +2,659	+11%	+$49.2K	﹤0.01%	1735
2024 Q4	$447K	Sell	23,267 -10,081	-30%	-$190K	﹤0.01%	1520
2024 Q3	$562K	Sell	33,348 -2,495	-7%	-$47.6K	﹤0.01%	1336
2024 Q2	$698K	Buy	+35,843	New	+$866K	0.01%	1168

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Avantax Advisory Services's DV Position: Q2 2025 in Review

Avantax Advisory Services reduced its DoubleVerify (DV) stake by 51% in Q2 2025, selling an estimated $182K and leaving 12,639 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Avantax Advisory Services first reported a position in DV in Q2 2024 and has held it in 5 quarters since. The position peaked at $698K in Q2 2024. 316 funds tracked by Wall St. Rank hold DV as of Q2 2025.

Avantax Advisory Services held 12,639 shares of DoubleVerify worth $189K as of Q2 2025.
Avantax Advisory Services sold 13,287 DoubleVerify shares in Q2 2025, an estimated $182K.
DoubleVerify made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2221 holding.
Avantax Advisory Services first reported a position in DoubleVerify in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's DoubleVerify position peaked at $698K in Q2 2024.
316 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.