Operose Advisors’s DoubleVerify DV Stock Holding History

Operose 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
2023 Q4	–	Sell	-521	Closed	-$14.6K	–	640
2023 Q3	$14.6K	Buy	+521	New	+$17.8K	0.01%	525

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Operose Advisors's DV Position: Q4 2023 in Review

Operose Advisors sold out of DoubleVerify (DV) in Q4 2023, closing a stake of 521 shares — an estimated $14.6K sold.

Operose Advisors first reported a position in DV in Q3 2023 and held it in 1 quarter. The position peaked at $14.6K in Q3 2023. 281 funds tracked by Wall St. Rank hold DV as of Q4 2023.

Operose Advisors reported no remaining DoubleVerify position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 521 DoubleVerify shares in Q4 2023, an estimated $14.6K.
Operose Advisors first reported a position in DoubleVerify in Q3 2023 and held it in 1 quarter.
Operose Advisors's DoubleVerify position peaked at $14.6K in Q3 2023.
281 funds tracked by Wall St. Rank held DoubleVerify as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.