MWM
CTV

Modera Wealth Management’s Innovid Corp. CTV Stock Holding History

Modera Wealth Management’s Portfolio CTV Stock Details CTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,000
Closed -$10.9K – 587
2023
Q2 		$10.9K Buy
+10,000
New +$10.4K ﹤0.01% 561

Other funds holding CTV

SIIG
SC Israel IV Genpar Herzelia, Israel $17.5M AUM
VVA
Vintage Ventures Advisors Herzliya, Israel $15.2M AUM 35.41% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $36.9M AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Modera Wealth Management's CTV Position: Q3 2023 in Review

Modera Wealth Management sold out of Innovid Corp. (CTV) in Q3 2023, closing a stake of 10,000 shares — an estimated $10.9K sold.

Modera Wealth Management first reported a position in CTV in Q2 2023 and held it in 1 quarter. The position peaked at $10.9K in Q2 2023. 53 funds tracked by Wall St. Rank hold CTV as of Q3 2023.

  • Modera Wealth Management reported no remaining Innovid Corp. position as of Q3 2023 after selling out during the quarter.
  • Modera Wealth Management sold 10,000 Innovid Corp. shares in Q3 2023, an estimated $10.9K.
  • Modera Wealth Management first reported a position in Innovid Corp. in Q2 2023 and held it in 1 quarter.
  • Modera Wealth Management's Innovid Corp. position peaked at $10.9K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held Innovid Corp. as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.