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Castle Wealth Management’s DoubleVerify DV Stock Holding History

Castle 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
Q3 		– Sell
-50
Closed -$1K – 687
2022
Q2 		$1K Buy
+50
New +$1.13K ﹤0.01% 619

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Castle Wealth Management's DV Position: Q3 2022 in Review

Castle Wealth Management sold out of DoubleVerify (DV) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in DV in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 167 funds tracked by Wall St. Rank hold DV as of Q3 2022.

  • Castle Wealth Management reported no remaining DoubleVerify position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 50 DoubleVerify shares in Q3 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in DoubleVerify in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's DoubleVerify position peaked at $1K in Q2 2022.
  • 167 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.