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Triad Wealth Partners’s DoubleVerify DV Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-66
Closed -$1.28K – 280
2024
Q2 		$1.28K Buy
+66
New +$1.59K ﹤0.01% 844

Other funds holding DV

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Triad Wealth Partners's DV Position: Q3 2024 in Review

Triad Wealth Partners sold out of DoubleVerify (DV) in Q3 2024, closing a stake of 66 shares — an estimated $1.28K sold.

Triad Wealth Partners first reported a position in DV in Q2 2024 and held it in 1 quarter. The position peaked at $1.28K in Q2 2024. 315 funds tracked by Wall St. Rank hold DV as of Q3 2024.

  • Triad Wealth Partners reported no remaining DoubleVerify position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 66 DoubleVerify shares in Q3 2024, an estimated $1.28K.
  • Triad Wealth Partners first reported a position in DoubleVerify in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's DoubleVerify position peaked at $1.28K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.