Guinness Atkinson Asset Management’s DoubleVerify DV Stock Holding History

Guinness Atkinson Asset Management’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 Q4	–	Sell	-760	Closed	-$12.8K	–	88
2024 Q3	$12.8K	Hold	760	–	–	0.01%	100
2024 Q2	$14.8K	Sell	760 -152	-17%	-$3.67K	0.01%	99
2024 Q1	$32.1K	Sell	912 -304	-25%	-$11.3K	0.02%	95
2023 Q4	$44.7K	Hold	1,216	–	–	0.02%	95
2023 Q3	$34K	Buy	+1,216	New	+$41.6K	0.02%	97

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Guinness Atkinson Asset Management's DV Position: Q4 2024 in Review

Guinness Atkinson Asset Management sold out of DoubleVerify (DV) in Q4 2024, closing a stake of 760 shares — an estimated $12.8K sold.

Guinness Atkinson Asset Management first reported a position in DV in Q3 2023 and held it in 5 quarters. The position peaked at $44.7K in Q4 2023. 318 funds tracked by Wall St. Rank hold DV as of Q4 2024.

Guinness Atkinson Asset Management reported no remaining DoubleVerify position as of Q4 2024 after selling out during the quarter.
Guinness Atkinson Asset Management sold 760 DoubleVerify shares in Q4 2024, an estimated $12.8K.
Guinness Atkinson Asset Management first reported a position in DoubleVerify in Q3 2023 and held it in 5 quarters.
Guinness Atkinson Asset Management's DoubleVerify position peaked at $44.7K in Q4 2023.
318 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2024.

Based on Guinness Atkinson Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.