AWM
VRSK icon

Angeles Wealth Management’s Verisk Analytics VRSK Stock Holding History

Angeles 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
2024
Q4 		– Sell
-858
Closed -$230K – 381
2024
Q3 		$230K Sell
858
-67
-7% -$18.1K 0.02% 245
2024
Q2 		$249K Buy
+925
New +$226K 0.02% 203

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Angeles Wealth Management's VRSK Position: Q4 2024 in Review

Angeles Wealth Management sold out of Verisk Analytics (VRSK) in Q4 2024, closing a stake of 858 shares — an estimated $230K sold.

Angeles Wealth Management first reported a position in VRSK in Q2 2024 and held it in 2 quarters. The position peaked at $249K in Q2 2024. 994 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • Angeles Wealth Management reported no remaining Verisk Analytics position as of Q4 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 858 Verisk Analytics shares in Q4 2024, an estimated $230K.
  • Angeles Wealth Management first reported a position in Verisk Analytics in Q2 2024 and held it in 2 quarters.
  • Angeles Wealth Management's Verisk Analytics position peaked at $249K in Q2 2024.
  • 994 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Angeles Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.