Corient Private Wealth
IAS

Corient Private Wealth’s Integral Ad Science IAS Stock Holding History

Corient Private Wealth’s Portfolio IAS Stock Details IAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,839
Closed -$182K – 2429
2024
Q3 		$182K Buy
+16,839
New +$181K ﹤0.01% 2240
2024
Q1 		– Sell
-38,964
Closed -$561K – 2318
2023
Q4 		$561K Buy
38,964
+14,815
+61% +$198K ﹤0.01% 1563
2023
Q3 		$287K Buy
+24,149
New +$373K ﹤0.01% 1768

Other funds holding IAS

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
AVA
Atlas Venture Advisors Boston, Massachusetts $122M AUM 26.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

Corient Private Wealth's IAS Position: Q4 2024 in Review

Corient Private Wealth sold out of Integral Ad Science (IAS) in Q4 2024, closing a stake of 16,839 shares — an estimated $182K sold.

Corient Private Wealth first reported a position in IAS in Q3 2023 and held it in 3 quarters. The position peaked at $561K in Q4 2023. 165 funds tracked by Wall St. Rank hold IAS as of Q4 2024.

  • Corient Private Wealth reported no remaining Integral Ad Science position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 16,839 Integral Ad Science shares in Q4 2024, an estimated $182K.
  • Corient Private Wealth first reported a position in Integral Ad Science in Q3 2023 and held it in 3 quarters.
  • Corient Private Wealth's Integral Ad Science position peaked at $561K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Integral Ad Science as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.