Colonial Trust’s DoubleVerify DV Stock Holding History

Colonial Trust’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
2025 Q1	–	Sell	-565	Closed	-$10.9K	–	1173
2024 Q4	$10.9K	Buy	+565	New	+$10.6K	﹤0.01%	930

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Colonial Trust's DV Position: Q1 2025 in Review

Colonial Trust sold out of DoubleVerify (DV) in Q1 2025, closing a stake of 565 shares — an estimated $10.9K sold.

Colonial Trust first reported a position in DV in Q4 2024 and held it in 1 quarter. The position peaked at $10.9K in Q4 2024. 293 funds tracked by Wall St. Rank hold DV as of Q1 2025.

Colonial Trust reported no remaining DoubleVerify position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 565 DoubleVerify shares in Q1 2025, an estimated $10.9K.
Colonial Trust first reported a position in DoubleVerify in Q4 2024 and held it in 1 quarter.
Colonial Trust's DoubleVerify position peaked at $10.9K in Q4 2024.
293 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.