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Capital Performance Advisors’s DoubleVerify DV Stock Holding History

Capital Performance 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
-2,883
Closed -$48.5K – 876
2024
Q3 		$48.5K Buy
+2,883
New +$55K 0.01% 358

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $218B AUM 29.41% 1-Year Est. Return

Capital Performance Advisors's DV Position: Q4 2024 in Review

Capital Performance Advisors sold out of DoubleVerify (DV) in Q4 2024, closing a stake of 2,883 shares — an estimated $48.5K sold.

Capital Performance Advisors first reported a position in DV in Q3 2024 and held it in 1 quarter. The position peaked at $48.5K in Q3 2024. 318 funds tracked by Wall St. Rank hold DV as of Q4 2024.

  • Capital Performance Advisors reported no remaining DoubleVerify position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2,883 DoubleVerify shares in Q4 2024, an estimated $48.5K.
  • Capital Performance Advisors first reported a position in DoubleVerify in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's DoubleVerify position peaked at $48.5K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.