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Ascent Wealth Partners’s Verisk Analytics VRSK Stock Holding History

Ascent Wealth Partners’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
2017
Q2 		– Sell
-4,915
Closed -$398K – 125
2017
Q1 		$398K Buy
4,915
+30
+0.6% +$2.46K 0.18% 88
2016
Q4 		$396K Buy
4,885
+25
+0.5% +$2.05K 0.19% 85
2016
Q3 		$395K Buy
+4,860
New +$402K 0.2% 85

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T. Rowe Price Associates
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Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ascent Wealth Partners's VRSK Position: Q2 2017 in Review

Ascent Wealth Partners sold out of Verisk Analytics (VRSK) in Q2 2017, closing a stake of 4,915 shares — an estimated $398K sold.

Ascent Wealth Partners first reported a position in VRSK in Q3 2016 and held it in 3 quarters. The position peaked at $398K in Q1 2017. 480 funds tracked by Wall St. Rank hold VRSK as of Q2 2017.

  • Ascent Wealth Partners reported no remaining Verisk Analytics position as of Q2 2017 after selling out during the quarter.
  • Ascent Wealth Partners sold 4,915 Verisk Analytics shares in Q2 2017, an estimated $398K.
  • Ascent Wealth Partners first reported a position in Verisk Analytics in Q3 2016 and held it in 3 quarters.
  • Ascent Wealth Partners's Verisk Analytics position peaked at $398K in Q1 2017.
  • 480 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2017.

Based on Ascent Wealth Partners's 13F filing for Q2 2017, filed 21 Aug 2019.