DAS
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Diversify Advisory Services’s DoubleVerify DV Stock Holding History

Diversify Advisory Services’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
Q2 		– Sell
-9,544
Closed -$325K – 664
2024
Q1 		$325K Buy
+9,544
New +$355K 0.02% 521

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T. Rowe Price Investment Management
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State Street
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Assenagon Asset Management
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Diversify Advisory Services's DV Position: Q2 2024 in Review

Diversify Advisory Services sold out of DoubleVerify (DV) in Q2 2024, closing a stake of 9,544 shares — an estimated $325K sold.

Diversify Advisory Services first reported a position in DV in Q1 2024 and held it in 1 quarter. The position peaked at $325K in Q1 2024. 307 funds tracked by Wall St. Rank hold DV as of Q2 2024.

  • Diversify Advisory Services reported no remaining DoubleVerify position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 9,544 DoubleVerify shares in Q2 2024, an estimated $325K.
  • Diversify Advisory Services first reported a position in DoubleVerify in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's DoubleVerify position peaked at $325K in Q1 2024.
  • 307 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.