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Altium Wealth Management’s Verisk Analytics VRSK Stock Holding History

Altium 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
2022
Q2 		– Sell
-1,102
Closed -$237K – 394
2022
Q1 		$237K Buy
+1,102
New +$217K 0.02% 343

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Altium Wealth Management's VRSK Position: Q2 2022 in Review

Altium Wealth Management sold out of Verisk Analytics (VRSK) in Q2 2022, closing a stake of 1,102 shares — an estimated $237K sold.

Altium Wealth Management first reported a position in VRSK in Q1 2022 and held it in 1 quarter. The position peaked at $237K in Q1 2022. 774 funds tracked by Wall St. Rank hold VRSK as of Q2 2022.

  • Altium Wealth Management reported no remaining Verisk Analytics position as of Q2 2022 after selling out during the quarter.
  • Altium Wealth Management sold 1,102 Verisk Analytics shares in Q2 2022, an estimated $237K.
  • Altium Wealth Management first reported a position in Verisk Analytics in Q1 2022 and held it in 1 quarter.
  • Altium Wealth Management's Verisk Analytics position peaked at $237K in Q1 2022.
  • 774 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.