Bellwether Advisors’s Viant Technology DSP Stock Holding History

Bellwether Advisors’s Portfolio DSP Stock Details DSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-584	Closed	-$7K	–	576
2021 Q3	$7K	Hold	584	–	–	﹤0.01%	330
2021 Q2	$17K	Buy	584 +288	+97%	+$9.26K	0.01%	231
2021 Q1	$15K	Buy	+296	New	+$15.2K	0.01%	217

Other funds holding DSP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bellwether Advisors's DSP Position: Q4 2021 in Review

Bellwether Advisors sold out of Viant Technology (DSP) in Q4 2021, closing a stake of 584 shares — an estimated $7K sold.

Bellwether Advisors first reported a position in DSP in Q1 2021 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 57 funds tracked by Wall St. Rank hold DSP as of Q4 2021.

Bellwether Advisors reported no remaining Viant Technology position as of Q4 2021 after selling out during the quarter.
Bellwether Advisors sold 584 Viant Technology shares in Q4 2021, an estimated $7K.
Bellwether Advisors first reported a position in Viant Technology in Q1 2021 and held it in 3 quarters.
Bellwether Advisors's Viant Technology position peaked at $17K in Q2 2021.
57 funds tracked by Wall St. Rank held Viant Technology as of Q4 2021.

Based on Bellwether Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.