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Avantax Planning Partners’s Verisk Analytics VRSK Stock Holding History

Avantax Planning 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
2023
Q1 		– Sell
-2,224
Closed -$392K – 389
2022
Q4 		$392K Sell
2,224
-208
-9% -$36.5K 0.02% 260
2022
Q3 		$415K Buy
+2,432
New +$455K 0.02% 242
2018
Q2 		– Sell
-17
Closed -$2K – 1453
2018
Q1 		$2K Buy
+17
New +$1.7K ﹤0.01% 1635

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Avantax Planning Partners's VRSK Position: Q1 2023 in Review

Avantax Planning Partners sold out of Verisk Analytics (VRSK) in Q1 2023, closing a stake of 2,224 shares — an estimated $392K sold.

Avantax Planning Partners first reported a position in VRSK in Q1 2018 and held it in 3 quarters. The position peaked at $415K in Q3 2022. 797 funds tracked by Wall St. Rank hold VRSK as of Q1 2023.

  • Avantax Planning Partners reported no remaining Verisk Analytics position as of Q1 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 2,224 Verisk Analytics shares in Q1 2023, an estimated $392K.
  • Avantax Planning Partners first reported a position in Verisk Analytics in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Verisk Analytics position peaked at $415K in Q3 2022.
  • 797 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2023.

Based on Avantax Planning Partners's 13F filing for Q1 2023, filed 21 Apr 2023.