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Naples Money Management’s DoubleVerify DV Stock Holding History

Naples Money 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
Q3 		– Sell
-34
Closed -$671 – 394
2024
Q2 		$671 Sell
34
-18
-35% -$435 ﹤0.01% 365
2024
Q1 		$1.83K Hold
52
– – ﹤0.01% 324
2023
Q4 		$1.91K Buy
+52
New +$1.62K ﹤0.01% 333

Other funds holding DV

PEP
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 50.57% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Naples Money Management's DV Position: Q3 2024 in Review

Naples Money Management sold out of DoubleVerify (DV) in Q3 2024, closing a stake of 34 shares — an estimated $671 sold.

Naples Money Management first reported a position in DV in Q4 2023 and held it in 3 quarters. The position peaked at $1.91K in Q4 2023. 315 funds tracked by Wall St. Rank hold DV as of Q3 2024.

  • Naples Money Management reported no remaining DoubleVerify position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 34 DoubleVerify shares in Q3 2024, an estimated $671.
  • Naples Money Management first reported a position in DoubleVerify in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's DoubleVerify position peaked at $1.91K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.