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Aevitas Wealth Management’s Verisk Analytics VRSK Stock Holding History

Aevitas Wealth Management’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
2018
Q2 		– Sell
-31
Closed -$3K – 476
2018
Q1 		$3K Hold
31
– – ﹤0.01% 397
2017
Q4 		$3K Buy
+31
New +$2.81K ﹤0.01% 393

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T. Rowe Price Associates
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State Street
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Janus Henderson Group
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Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
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Aevitas Wealth Management's VRSK Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Verisk Analytics (VRSK) in Q2 2018, closing a stake of 31 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in VRSK in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 550 funds tracked by Wall St. Rank hold VRSK as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Verisk Analytics position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 31 Verisk Analytics shares in Q2 2018, an estimated $3K.
  • Aevitas Wealth Management first reported a position in Verisk Analytics in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Verisk Analytics position peaked at $3K in Q1 2018.
  • 550 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.