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Atlas Private Wealth Management’s Verisk Analytics VRSK Stock Holding History

Atlas Private 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
Q1 		$1.47M Buy
6,256
+662
+12% +$159K 0.62% 54
2023
Q4 		$1.34M Buy
5,594
+97
+2% +$23K 0.63% 55
2023
Q3 		$1.3M Buy
5,497
+230
+4% +$54.2K 0.7% 52
2023
Q2 		$1.19M Buy
5,267
+467
+10% +$98.1K 0.63% 61
2023
Q1 		$921K Buy
4,800
+191
+4% +$34.6K 0.55% 65
2022
Q4 		$813K Buy
4,609
+243
+6% +$42.7K 0.38% 64
2022
Q3 		$745K Buy
4,366
+203
+5% +$37.9K 0.54% 59
2022
Q2 		$721K Buy
4,163
+125
+3% +$23.3K 0.49% 67
2022
Q1 		$867K Sell
4,038
-474
-11% -$93.5K 0.5% 67
2021
Q4 		$1.03M Sell
4,512
-1,851
-29% -$404K 0.58% 55
2021
Q3 		$1.27M Sell
6,363
-965
-13% -$187K 0.78% 41
2021
Q2 		$1.28M Buy
7,328
+214
+3% +$38K 0.79% 42
2021
Q1 		$1.26M Buy
7,114
+57
+0.8% +$10.4K 0.8% 39
2020
Q4 		$1.47M Sell
7,057
-94
-1% -$18.3K 1.04% 29
2020
Q3 		$1.32M Sell
7,151
-102
-1% -$18.7K 1.04% 28
2020
Q2 		$1.23M Hold
7,253
– – 0.99% 31
2020
Q1 		$1.01M Buy
7,253
+88
+1% +$13.8K 0.93% 29
2019
Q4 		$1.07M Buy
+7,165
New +$1.06M 0.82% 35

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $60.9B AUM 15.24% 1-Year Est. Return

Atlas Private Wealth Management's VRSK Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Verisk Analytics (VRSK) stake by 12% in Q1 2024, buying an estimated $159K and bringing the position to 6,256 shares worth $1.47M. The position accounts for 0.62% of the portfolio, ranked #54.

Atlas Private Wealth Management first reported a position in VRSK in Q4 2019 and has held it in 18 quarters since. 937 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • Atlas Private Wealth Management held 6,256 shares of Verisk Analytics worth $1.47M as of Q1 2024.
  • Atlas Private Wealth Management bought 662 Verisk Analytics shares in Q1 2024, an estimated $159K.
  • Verisk Analytics made up 0.62% of Atlas Private Wealth Management's portfolio in Q1 2024, its #54 holding.
  • Atlas Private Wealth Management first reported a position in Verisk Analytics in Q4 2019 and has held it in 18 quarters since.
  • 937 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.