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Arete Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Arete 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
2020
Q3 		– Sell
-3,049
Closed -$519K – 415
2020
Q2 		$519K Sell
3,049
-3,255
-52% -$514K 0.09% 214
2020
Q1 		$879K Sell
6,304
-422
-6% -$66.1K 0.17% 132
2019
Q4 		$1M Sell
6,726
-368
-5% -$54.5K 0.17% 133
2019
Q3 		$1.12M Hold
7,094
– – 0.21% 117
2019
Q2 		$1.04M Sell
7,094
-94
-1% -$13.3K 0.2% 126
2019
Q1 		$956K Sell
7,188
-627
-8% -$76.3K 0.2% 131
2018
Q4 		$852K Buy
+7,815
New +$914K 0.21% 123

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arete Wealth Advisors's VRSK Position: Q3 2020 in Review

Arete Wealth Advisors sold out of Verisk Analytics (VRSK) in Q3 2020, closing a stake of 3,049 shares — an estimated $519K sold.

Arete Wealth Advisors first reported a position in VRSK in Q4 2018 and held it in 7 quarters. The position peaked at $1.12M in Q3 2019. 732 funds tracked by Wall St. Rank hold VRSK as of Q3 2020.

  • Arete Wealth Advisors reported no remaining Verisk Analytics position as of Q3 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,049 Verisk Analytics shares in Q3 2020, an estimated $519K.
  • Arete Wealth Advisors first reported a position in Verisk Analytics in Q4 2018 and held it in 7 quarters.
  • Arete Wealth Advisors's Verisk Analytics position peaked at $1.12M in Q3 2019.
  • 732 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2020.

Based on Arete Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.