Level Four Advisory Services’s DoubleVerify DV Stock Holding History

Level Four 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
2023 Q3	–	Sell	-12,786	Closed	-$498K	–	775
2023 Q2	$498K	Buy	+12,786	New	+$413K	0.03%	471

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Level Four Advisory Services's DV Position: Q3 2023 in Review

Level Four Advisory Services sold out of DoubleVerify (DV) in Q3 2023, closing a stake of 12,786 shares — an estimated $498K sold.

Level Four Advisory Services first reported a position in DV in Q2 2023 and held it in 1 quarter. The position peaked at $498K in Q2 2023. 258 funds tracked by Wall St. Rank hold DV as of Q3 2023.

Level Four Advisory Services reported no remaining DoubleVerify position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 12,786 DoubleVerify shares in Q3 2023, an estimated $498K.
Level Four Advisory Services first reported a position in DoubleVerify in Q2 2023 and held it in 1 quarter.
Level Four Advisory Services's DoubleVerify position peaked at $498K in Q2 2023.
258 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.