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Ashton Thomas Private Wealth’s Verisk Analytics VRSK Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-86
Closed -$23.2K – 1814
2024
Q2 		$23.2K Buy
+86
New +$21K ﹤0.01% 1119
2021
Q2 		– Sell
-4,174
Closed -$737K – 342
2021
Q1 		$737K Buy
4,174
+1,796
+76% +$329K 0.12% 184
2020
Q4 		$494K Buy
2,378
+559
+31% +$109K 0.09% 232
2020
Q3 		$337K Buy
+1,819
New +$333K 0.08% 214

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ashton Thomas Private Wealth's VRSK Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 86 shares — an estimated $23.2K sold.

Ashton Thomas Private Wealth first reported a position in VRSK in Q3 2020 and held it in 4 quarters. The position peaked at $737K in Q1 2021. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 86 Verisk Analytics shares in Q3 2024, an estimated $23.2K.
  • Ashton Thomas Private Wealth first reported a position in Verisk Analytics in Q3 2020 and held it in 4 quarters.
  • Ashton Thomas Private Wealth's Verisk Analytics position peaked at $737K in Q1 2021.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.