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Moody National Bank Trust Division’s DoubleVerify DV Stock Holding History

Moody National Bank Trust Division’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
-43,851
Closed -$1.54M – 456
2024
Q1 		$1.54M Buy
43,851
+629
+1% +$23.4K 0.12% 122
2023
Q4 		$1.59M Buy
+43,222
New +$1.35M 0.12% 127

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $6.76B AUM 88.1% 1-Year Est. Return

Moody National Bank Trust Division's DV Position: Q2 2024 in Review

Moody National Bank Trust Division sold out of DoubleVerify (DV) in Q2 2024, closing a stake of 43,851 shares — an estimated $1.54M sold.

Moody National Bank Trust Division first reported a position in DV in Q4 2023 and held it in 2 quarters. The position peaked at $1.59M in Q4 2023. 307 funds tracked by Wall St. Rank hold DV as of Q2 2024.

  • Moody National Bank Trust Division reported no remaining DoubleVerify position as of Q2 2024 after selling out during the quarter.
  • Moody National Bank Trust Division sold 43,851 DoubleVerify shares in Q2 2024, an estimated $1.54M.
  • Moody National Bank Trust Division first reported a position in DoubleVerify in Q4 2023 and held it in 2 quarters.
  • Moody National Bank Trust Division's DoubleVerify position peaked at $1.59M in Q4 2023.
  • 307 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2024.

Based on Moody National Bank Trust Division's 13F filing for Q2 2024, filed 3 Jul 2024.