CCA
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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 0.13% 138
2022
Q2 		$490K Buy
+21,384
New +$481K 0.05% 292

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return