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Kolinsky Wealth Management’s DoubleVerify DV Stock Holding History

Kolinsky Wealth Management’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 		$347K Buy
+18,055
New +$340K 0.21% 102

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

Kolinsky Wealth Management's DV Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in DoubleVerify (DV) in Q4 2024: 18,055 shares worth $347K. The stake represents 0.21% of the portfolio and ranks #102 among its holdings.

318 funds tracked by Wall St. Rank hold DV as of Q4 2024.

  • Kolinsky Wealth Management held 18,055 shares of DoubleVerify worth $347K as of Q4 2024.
  • DoubleVerify was a new Kolinsky Wealth Management position in Q4 2024.
  • DoubleVerify made up 0.21% of Kolinsky Wealth Management's portfolio in Q4 2024, its #102 holding.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.