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 $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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Insight Wealth Strategies's DV Position: Q2 2024 in Review

Insight Wealth Strategies sold out of DoubleVerify (DV) in Q2 2024, closing a stake of 61,883 shares — an estimated $2.18M sold.

Insight Wealth Strategies first reported a position in DV in Q4 2022 and held it in 6 quarters. The position peaked at $2.25M in Q4 2023. 307 funds tracked by Wall St. Rank hold DV as of Q2 2024.

Insight Wealth Strategies reported no remaining DoubleVerify position as of Q2 2024 after selling out during the quarter.
Insight Wealth Strategies sold 61,883 DoubleVerify shares in Q2 2024, an estimated $2.18M.
Insight Wealth Strategies first reported a position in DoubleVerify in Q4 2022 and held it in 6 quarters.
Insight Wealth Strategies's DoubleVerify position peaked at $2.25M in Q4 2023.
307 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2024.

Based on Insight Wealth Strategies's 13F filing for Q2 2024, filed 8 Jul 2024.