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SYSTM Wealth Solutions’s DoubleVerify DV Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-200
Closed -$7.03K – 746
2024
Q1 		$7.03K Buy
200
+29
+17% +$1.08K ﹤0.01% 804
2023
Q4 		$6.29K Buy
+171
New +$5.33K ﹤0.01% 869

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Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

SYSTM Wealth Solutions's DV Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of DoubleVerify (DV) in Q2 2024, closing a stake of 200 shares — an estimated $7.03K sold.

SYSTM Wealth Solutions first reported a position in DV in Q4 2023 and held it in 2 quarters. The position peaked at $7.03K in Q1 2024. 307 funds tracked by Wall St. Rank hold DV as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining DoubleVerify position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 200 DoubleVerify shares in Q2 2024, an estimated $7.03K.
  • SYSTM Wealth Solutions first reported a position in DoubleVerify in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's DoubleVerify position peaked at $7.03K in Q1 2024.
  • 307 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.