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BerganKDV Wealth Management’s DoubleVerify DV Stock Holding History

BerganKDV 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
Q2 		– Sell
-18
Closed – – 988
2022
Q1 		$0 Buy
+18
New +$468 ﹤0.01% 1014

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return

BerganKDV Wealth Management's DV Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of DoubleVerify (DV) in Q2 2022, closing a stake of 18 shares.

BerganKDV Wealth Management first reported a position in DV in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 139 funds tracked by Wall St. Rank hold DV as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining DoubleVerify position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 18 DoubleVerify shares in Q2 2022.
  • BerganKDV Wealth Management first reported a position in DoubleVerify in Q1 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's DoubleVerify position peaked at $0 in Q1 2022.
  • 139 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.