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Legacy Wealth Asset Management’s DoubleVerify DV Stock Holding History

Legacy Wealth Asset 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
Q2 		– Sell
-8,386
Closed -$295K – 344
2024
Q1 		$295K Buy
+8,386
New +$312K 0.08% 300

Other funds holding DV

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BlackRock
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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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Capital World Investors
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
RP
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

Legacy Wealth Asset Management's DV Position: Q2 2024 in Review

Legacy Wealth Asset Management sold out of DoubleVerify (DV) in Q2 2024, closing a stake of 8,386 shares — an estimated $295K sold.

Legacy Wealth Asset Management first reported a position in DV in Q1 2024 and held it in 1 quarter. The position peaked at $295K in Q1 2024. 307 funds tracked by Wall St. Rank hold DV as of Q2 2024.

  • Legacy Wealth Asset Management reported no remaining DoubleVerify position as of Q2 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 8,386 DoubleVerify shares in Q2 2024, an estimated $295K.
  • Legacy Wealth Asset Management first reported a position in DoubleVerify in Q1 2024 and held it in 1 quarter.
  • Legacy Wealth Asset Management's DoubleVerify position peaked at $295K in Q1 2024.
  • 307 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.