IWS
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Insight Wealth Strategies’s DoubleVerify DV Stock Holding History

Insight Wealth Strategies’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
-61,883
Closed -$2.18M – 161
2024
Q1 		$2.18M Buy
61,883
+810
+1% +$30.1K 0.32% 76
2023
Q4 		$2.25M Buy
61,073
+45,214
+285% +$1.41M 0.36% 49
2023
Q3 		$443K Buy
15,859
+1,672
+12% +$57.2K 0.09% 119
2023
Q2 		$552K Sell
14,187
-38
-0.3% -$1.23K 0.11% 107
2023
Q1 		$429K Buy
14,225
+1,201
+9% +$31.5K 0.08% 112
2022
Q4 		$286K Buy
+13,024
New +$339K 0.06% 123

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $6.76B AUM 88.1% 1-Year Est. Return