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OneDigital Investment Advisors’s DoubleVerify DV Stock Holding History

OneDigital Investment Advisors’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
Q1 		– Sell
-7,867
Closed -$289K – 1107
2023
Q4 		$289K Buy
+7,867
New +$245K 0.01% 922

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

OneDigital Investment Advisors's DV Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of DoubleVerify (DV) in Q1 2024, closing a stake of 7,867 shares — an estimated $289K sold.

OneDigital Investment Advisors first reported a position in DV in Q4 2023 and held it in 1 quarter. The position peaked at $289K in Q4 2023. 322 funds tracked by Wall St. Rank hold DV as of Q1 2024.

  • OneDigital Investment Advisors reported no remaining DoubleVerify position as of Q1 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 7,867 DoubleVerify shares in Q1 2024, an estimated $289K.
  • OneDigital Investment Advisors first reported a position in DoubleVerify in Q4 2023 and held it in 1 quarter.
  • OneDigital Investment Advisors's DoubleVerify position peaked at $289K in Q4 2023.
  • 322 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.