Kapitalo Investimentos’s DoubleVerify DV Stock Holding History

Kapitalo Investimentos’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
2023 Q4	–	Sell	-6,800	Closed	-$190K	–	577
2023 Q3	$190K	Buy	+6,800	New	+$232K	0.03%	293

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapitalo Investimentos's DV Position: Q4 2023 in Review

Kapitalo Investimentos sold out of DoubleVerify (DV) in Q4 2023, closing a stake of 6,800 shares — an estimated $190K sold.

Kapitalo Investimentos first reported a position in DV in Q3 2023 and held it in 1 quarter. The position peaked at $190K in Q3 2023. 281 funds tracked by Wall St. Rank hold DV as of Q4 2023.

Kapitalo Investimentos reported no remaining DoubleVerify position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 6,800 DoubleVerify shares in Q4 2023, an estimated $190K.
Kapitalo Investimentos first reported a position in DoubleVerify in Q3 2023 and held it in 1 quarter.
Kapitalo Investimentos's DoubleVerify position peaked at $190K in Q3 2023.
281 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.