EDRH
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Edmond de Rothschild Holding’s Viant Technology DSP Stock Holding History

Edmond de Rothschild Holding’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,500
Closed -$18K – 839
2021
Q3 		$18K Buy
+1,500
New +$24.2K ﹤0.01% 758

Other funds holding DSP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Edmond de Rothschild Holding's DSP Position: Q4 2021 in Review

Edmond de Rothschild Holding sold out of Viant Technology (DSP) in Q4 2021, closing a stake of 1,500 shares — an estimated $18K sold.

Edmond de Rothschild Holding first reported a position in DSP in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 57 funds tracked by Wall St. Rank hold DSP as of Q4 2021.

  • Edmond de Rothschild Holding reported no remaining Viant Technology position as of Q4 2021 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,500 Viant Technology shares in Q4 2021, an estimated $18K.
  • Edmond de Rothschild Holding first reported a position in Viant Technology in Q3 2021 and held it in 1 quarter.
  • Edmond de Rothschild Holding's Viant Technology position peaked at $18K in Q3 2021.
  • 57 funds tracked by Wall St. Rank held Viant Technology as of Q4 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2021, filed 10 Feb 2022.