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Castleview Partners’s DoubleVerify DV Stock Holding History

Castleview Partners’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
2023
Q3 		– Sell
-1,089
Closed -$42.4K – 697
2023
Q2 		$42.4K Buy
+1,089
New +$35.1K 0.04% 274
2021
Q2 		$15K Buy
+364
New +$13K 0.01% 607

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Castleview Partners's DV Position: Q3 2023 in Review

Castleview Partners sold out of DoubleVerify (DV) in Q3 2023, closing a stake of 1,089 shares — an estimated $42.4K sold.

Castleview Partners first reported a position in DV in Q2 2021 and held it in 2 quarters. The position peaked at $42.4K in Q2 2023. 258 funds tracked by Wall St. Rank hold DV as of Q3 2023.

  • Castleview Partners reported no remaining DoubleVerify position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 1,089 DoubleVerify shares in Q3 2023, an estimated $42.4K.
  • Castleview Partners first reported a position in DoubleVerify in Q2 2021 and held it in 2 quarters.
  • Castleview Partners's DoubleVerify position peaked at $42.4K in Q2 2023.
  • 258 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.