Avior Wealth Management’s DoubleVerify DV Stock Holding History

Avior 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
2025 Q1	–	Sell	-144	Closed	-$2.77K	–	1172
2024 Q4	$2.77K	Buy	+144	New	+$2.71K	﹤0.01%	2050
2024 Q2	–	Sell	-338	Closed	-$11.9K	–	2673
2024 Q1	$11.9K	Buy	+338	New	+$12.6K	﹤0.01%	1803

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Avior Wealth Management's DV Position: Q1 2025 in Review

Avior Wealth Management sold out of DoubleVerify (DV) in Q1 2025, closing a stake of 144 shares — an estimated $2.77K sold.

Avior Wealth Management first reported a position in DV in Q1 2024 and held it in 2 quarters. The position peaked at $11.9K in Q1 2024. 293 funds tracked by Wall St. Rank hold DV as of Q1 2025.

Avior Wealth Management reported no remaining DoubleVerify position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 144 DoubleVerify shares in Q1 2025, an estimated $2.77K.
Avior Wealth Management first reported a position in DoubleVerify in Q1 2024 and held it in 2 quarters.
Avior Wealth Management's DoubleVerify position peaked at $11.9K in Q1 2024.
293 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.