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Kestra Advisory Services’s DoubleVerify DV Stock Holding History

Kestra Advisory Services’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
-11,024
Closed -$186K – 2694
2024
Q3 		$186K Sell
11,024
-5,567
-34% -$106K ﹤0.01% 2391
2024
Q2 		$323K Buy
16,591
+4,196
+34% +$101K ﹤0.01% 2068
2024
Q1 		$436K Buy
12,395
+4,629
+60% +$172K ﹤0.01% 1753
2023
Q4 		$286K Buy
+7,766
New +$242K ﹤0.01% 1877

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kestra Advisory Services's DV Position: Q4 2024 in Review

Kestra Advisory Services sold out of DoubleVerify (DV) in Q4 2024, closing a stake of 11,024 shares — an estimated $186K sold.

Kestra Advisory Services first reported a position in DV in Q4 2023 and held it in 4 quarters. The position peaked at $436K in Q1 2024. 318 funds tracked by Wall St. Rank hold DV as of Q4 2024.

  • Kestra Advisory Services reported no remaining DoubleVerify position as of Q4 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 11,024 DoubleVerify shares in Q4 2024, an estimated $186K.
  • Kestra Advisory Services first reported a position in DoubleVerify in Q4 2023 and held it in 4 quarters.
  • Kestra Advisory Services's DoubleVerify position peaked at $436K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2024.

Based on Kestra Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.