Credential Qtrade Securities’s DoubleVerify DV Stock Holding History

Credential Qtrade Securities’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
2023 Q2	–	Sell	-21,031	Closed	-$634K	–	393
2023 Q1	$634K	Buy	21,031 +2,122	+11%	+$55.6K	0.04%	169
2022 Q4	$415K	Sell	18,909 -2,697	-12%	-$70.3K	0.03%	198
2022 Q3	$591K	Buy	21,606 +648	+3%	+$16.7K	0.05%	154
2022 Q2	$475K	Buy	20,958 +1,510	+8%	+$34K	0.03%	178
2022 Q1	$490K	Buy	+19,448	New	+$506K	0.03%	187

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

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Credential Qtrade Securities's DV Position: Q2 2023 in Review

Credential Qtrade Securities sold out of DoubleVerify (DV) in Q2 2023, closing a stake of 21,031 shares — an estimated $634K sold.

Credential Qtrade Securities first reported a position in DV in Q1 2022 and held it in 5 quarters. The position peaked at $634K in Q1 2023. 246 funds tracked by Wall St. Rank hold DV as of Q2 2023.

Credential Qtrade Securities reported no remaining DoubleVerify position as of Q2 2023 after selling out during the quarter.
Credential Qtrade Securities sold 21,031 DoubleVerify shares in Q2 2023, an estimated $634K.
Credential Qtrade Securities first reported a position in DoubleVerify in Q1 2022 and held it in 5 quarters.
Credential Qtrade Securities's DoubleVerify position peaked at $634K in Q1 2023.
246 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2023.

Based on Credential Qtrade Securities's 13F filing for Q2 2023, filed 21 Jul 2025.