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Baker Avenue Asset Management’s Verisk Analytics VRSK Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-2,858
Closed -$675K – 1469
2023
Q3 		$675K Buy
2,858
+191
+7% +$45K 0.03% 236
2023
Q2 		$603K Buy
2,667
+2,585
+3,152% +$543K 0.03% 248
2023
Q1 		$15.7K Sell
82
-53
-39% -$9.6K ﹤0.01% 697
2022
Q4 		$23.8K Buy
+135
New +$23.7K ﹤0.01% 589

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Baker Avenue Asset Management's VRSK Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Verisk Analytics (VRSK) in Q4 2023, closing a stake of 2,858 shares — an estimated $675K sold.

Baker Avenue Asset Management first reported a position in VRSK in Q4 2022 and held it in 4 quarters. The position peaked at $675K in Q3 2023. 902 funds tracked by Wall St. Rank hold VRSK as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Verisk Analytics position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 2,858 Verisk Analytics shares in Q4 2023, an estimated $675K.
  • Baker Avenue Asset Management first reported a position in Verisk Analytics in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Verisk Analytics position peaked at $675K in Q3 2023.
  • 902 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.