Crewe Advisors’s Integral Ad Science IAS Stock Holding History

Crewe Advisors’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
2023 Q4	–	Sell	-10	Closed	-$119	–	555
2023 Q3	$119	Buy	10 +3	+43%	+$46	﹤0.01%	544
2023 Q2	$126	Buy	+7	New	+$118	﹤0.01%	825

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 $143M AUM 25.68% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Crewe Advisors's IAS Position: Q4 2023 in Review

Crewe Advisors sold out of Integral Ad Science (IAS) in Q4 2023, closing a stake of 10 shares — an estimated $119 sold.

Crewe Advisors first reported a position in IAS in Q2 2023 and held it in 2 quarters. The position peaked at $126 in Q2 2023. 173 funds tracked by Wall St. Rank hold IAS as of Q4 2023.

Crewe Advisors reported no remaining Integral Ad Science position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 10 Integral Ad Science shares in Q4 2023, an estimated $119.
Crewe Advisors first reported a position in Integral Ad Science in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Integral Ad Science position peaked at $126 in Q2 2023.
173 funds tracked by Wall St. Rank held Integral Ad Science as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.