IFG
DSP icon

Independent Financial Group’s Viant Technology DSP Stock Holding History

Independent Financial Group’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
2024
Q2 		– Sell
-17,098
Closed -$182K – 1104
2024
Q1 		$182K Buy
+17,098
New +$149K 0.01% 964

Other funds holding DSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Financial Group's DSP Position: Q2 2024 in Review

Independent Financial Group sold out of Viant Technology (DSP) in Q2 2024, closing a stake of 17,098 shares — an estimated $182K sold.

Independent Financial Group first reported a position in DSP in Q1 2024 and held it in 1 quarter. The position peaked at $182K in Q1 2024. 83 funds tracked by Wall St. Rank hold DSP as of Q2 2024.

  • Independent Financial Group reported no remaining Viant Technology position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 17,098 Viant Technology shares in Q2 2024, an estimated $182K.
  • Independent Financial Group first reported a position in Viant Technology in Q1 2024 and held it in 1 quarter.
  • Independent Financial Group's Viant Technology position peaked at $182K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Viant Technology as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.