180 Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

180 Wealth Advisors’s Portfolio VRSK Stock Details VRSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-788	Closed	-$217K	–	461
2024 Q2	$217K	Buy	+788	New	+$193K	0.04%	385

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

180 Wealth Advisors's VRSK Position: Q3 2024 in Review

180 Wealth Advisors sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 788 shares — an estimated $217K sold.

180 Wealth Advisors first reported a position in VRSK in Q2 2024 and held it in 1 quarter. The position peaked at $217K in Q2 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

180 Wealth Advisors reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
180 Wealth Advisors sold 788 Verisk Analytics shares in Q3 2024, an estimated $217K.
180 Wealth Advisors first reported a position in Verisk Analytics in Q2 2024 and held it in 1 quarter.
180 Wealth Advisors's Verisk Analytics position peaked at $217K in Q2 2024.
954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on 180 Wealth Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.