Checchi Capital Advisers’s DoubleVerify DV Stock Holding History

Checchi Capital Advisers’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 Q1	–	Sell	-42,740	Closed	-$1.57M	–	584
2023 Q4	$1.57M	Hold	42,740	–	–	0.13%	134
2023 Q3	$1.19M	Hold	42,740	–	–	0.11%	152
2023 Q2	$1.66M	Sell	42,740 -42,740	-50%	-$1.38M	0.15%	114
2023 Q1	$2.58M	Buy	85,480 +21,328	+33%	+$559K	0.25%	84
2022 Q4	$1.41M	Buy	64,152 +21,384	+50%	+$557K	0.15%	124
2022 Q3	$1.17M	Buy	42,768 +21,384	+100%	+$551K	0.11%	138
2022 Q2	$490K	Buy	+21,384	New	+$481K	0.04%	292

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Checchi Capital Advisers's DV Position: Q1 2024 in Review

Checchi Capital Advisers sold out of DoubleVerify (DV) in Q1 2024, closing a stake of 42,740 shares — an estimated $1.57M sold.

Checchi Capital Advisers first reported a position in DV in Q2 2022 and held it in 7 quarters. The position peaked at $2.58M in Q1 2023. 322 funds tracked by Wall St. Rank hold DV as of Q1 2024.

Checchi Capital Advisers reported no remaining DoubleVerify position as of Q1 2024 after selling out during the quarter.
Checchi Capital Advisers sold 42,740 DoubleVerify shares in Q1 2024, an estimated $1.57M.
Checchi Capital Advisers first reported a position in DoubleVerify in Q2 2022 and held it in 7 quarters.
Checchi Capital Advisers's DoubleVerify position peaked at $2.58M in Q1 2023.
322 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2024.

Based on Checchi Capital Advisers's 13F filing for Q1 2024, filed 25 Apr 2024.