BRWA
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B. Riley Wealth Advisors’s DoubleVerify DV Stock Holding History

B. Riley Wealth Advisors’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
-11,620
Closed -$195K – 1181
2024
Q3 		$195K Sell
11,620
-209
-2% -$3.98K 0.01% 1149
2024
Q2 		$230K Buy
+11,829
New +$286K 0.01% 1153

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

B. Riley Wealth Advisors's DV Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of DoubleVerify (DV) in Q4 2024, closing a stake of 11,620 shares — an estimated $195K sold.

B. Riley Wealth Advisors first reported a position in DV in Q2 2024 and held it in 2 quarters. The position peaked at $230K in Q2 2024. 318 funds tracked by Wall St. Rank hold DV as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining DoubleVerify position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,620 DoubleVerify shares in Q4 2024, an estimated $195K.
  • B. Riley Wealth Advisors first reported a position in DoubleVerify in Q2 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's DoubleVerify position peaked at $230K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.