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Venturi Wealth Management’s DoubleVerify DV Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-313
Closed -$6.01K – 910
2024
Q4 		$6.01K Hold
313
– – ﹤0.01% 1597
2024
Q3 		$5.27K Hold
313
– – ﹤0.01% 1389
2024
Q2 		$6.09K Buy
313
+90
+40% +$2.17K ﹤0.01% 1194
2024
Q1 		$7.84K Hold
223
– – ﹤0.01% 982
2023
Q4 		$8.2K Buy
+223
New +$6.95K ﹤0.01% 921
2023
Q3 		– Sell
-77
Closed -$3K – 1335
2023
Q2 		$3K Buy
+77
New +$2.48K ﹤0.01% 837

Other funds holding DV

PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Venturi Wealth Management's DV Position: Q1 2025 in Review

Venturi Wealth Management sold out of DoubleVerify (DV) in Q1 2025, closing a stake of 313 shares — an estimated $6.01K sold.

Venturi Wealth Management first reported a position in DV in Q2 2023 and held it in 6 quarters. The position peaked at $8.2K in Q4 2023. 293 funds tracked by Wall St. Rank hold DV as of Q1 2025.

  • Venturi Wealth Management reported no remaining DoubleVerify position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 313 DoubleVerify shares in Q1 2025, an estimated $6.01K.
  • Venturi Wealth Management first reported a position in DoubleVerify in Q2 2023 and held it in 6 quarters.
  • Venturi Wealth Management's DoubleVerify position peaked at $8.2K in Q4 2023.
  • 293 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.