SkyOak Wealth’s DoubleVerify DV Stock Holding History

SkyOak Wealth’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 Q3	–	Sell	-7,880	Closed	-$307K	–	244
2023 Q2	$307K	Buy	+7,880	New	+$254K	0.09%	166

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

SkyOak Wealth's DV Position: Q3 2023 in Review

SkyOak Wealth sold out of DoubleVerify (DV) in Q3 2023, closing a stake of 7,880 shares — an estimated $307K sold.

SkyOak Wealth first reported a position in DV in Q2 2023 and held it in 1 quarter. The position peaked at $307K in Q2 2023. 258 funds tracked by Wall St. Rank hold DV as of Q3 2023.

SkyOak Wealth reported no remaining DoubleVerify position as of Q3 2023 after selling out during the quarter.
SkyOak Wealth sold 7,880 DoubleVerify shares in Q3 2023, an estimated $307K.
SkyOak Wealth first reported a position in DoubleVerify in Q2 2023 and held it in 1 quarter.
SkyOak Wealth's DoubleVerify position peaked at $307K in Q2 2023.
258 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2023.

Based on SkyOak Wealth's 13F filing for Q3 2023, filed 24 Oct 2023.