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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Viant Technology DSP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q1 		– Sell
-400
Closed -$7.6K – 493
2024
Q4 		$7.6K Buy
+400
New +$6.25K ﹤0.01% 382

Other funds holding DSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DSP Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Viant Technology (DSP) in Q1 2025, closing a stake of 400 shares — an estimated $7.6K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DSP in Q4 2024 and held it in 1 quarter. The position peaked at $7.6K in Q4 2024. 106 funds tracked by Wall St. Rank hold DSP as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Viant Technology position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 400 Viant Technology shares in Q1 2025, an estimated $7.6K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Viant Technology in Q4 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Viant Technology position peaked at $7.6K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Viant Technology as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.