Congress Wealth Management’s DoubleVerify DV Stock Holding History

Congress 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
2024 Q3	–	Sell	-384,611	Closed	-$7.49M	–	848
2024 Q2	$7.49M	Sell	384,611 -73,168	-16%	-$1.77M	0.12%	204
2024 Q1	$16.1M	Buy	457,779 +446,544	+3,975%	+$16.6M	0.28%	98
2023 Q4	$413K	Sell	11,235 -250	-2%	-$7.79K	0.01%	491
2023 Q3	$321K	Hold	11,485	–	–	0.01%	514
2023 Q2	$447K	Hold	11,485	–	–	0.01%	431
2023 Q1	$346K	Buy	+11,485	New	+$301K	0.01%	467
2022 Q4	–	Sell	-11,850	Closed	-$325K	–	562
2022 Q3	$325K	Buy	+11,850	New	+$306K	0.01%	461

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Congress Wealth Management's DV Position: Q3 2024 in Review

Congress Wealth Management sold out of DoubleVerify (DV) in Q3 2024, closing a stake of 384,611 shares — an estimated $7.49M sold.

Congress Wealth Management first reported a position in DV in Q3 2022 and held it in 7 quarters. The position peaked at $16.1M in Q1 2024. 315 funds tracked by Wall St. Rank hold DV as of Q3 2024.

Congress Wealth Management reported no remaining DoubleVerify position as of Q3 2024 after selling out during the quarter.
Congress Wealth Management sold 384,611 DoubleVerify shares in Q3 2024, an estimated $7.49M.
Congress Wealth Management first reported a position in DoubleVerify in Q3 2022 and held it in 7 quarters.
Congress Wealth Management's DoubleVerify position peaked at $16.1M in Q1 2024.
315 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.