PWMG
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Private Wealth Management Group’s Viant Technology DSP Stock Holding History

Private Wealth Management Group’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.25K Hold
647
– – ﹤0.01% 635
2025
Q4 		$7.79K Hold
647
– – ﹤0.01% 599
2025
Q3 		$5.58K Hold
647
– – ﹤0.01% 750
2025
Q2 		$8.56K Hold
647
– – ﹤0.01% 545
2025
Q1 		$8.03K Sell
647
-71
-10% -$1.3K ﹤0.01% 546
2024
Q4 		$13.6K Sell
718
-151
-17% -$2.36K 0.01% 394
2024
Q3 		$9.62K Hold
869
– – ﹤0.01% 470
2024
Q2 		$8.58K Hold
869
– – ﹤0.01% 491
2024
Q1 		$9.26K Buy
869
+42
+5% +$366 ﹤0.01% 426
2023
Q4 		$5.7K Buy
+827
New +$4.97K ﹤0.01% 583

Other funds holding DSP

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Potomac Capital Management New York $114M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return