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Balboa Wealth Partners’s Verisk Analytics VRSK Stock Holding History

Balboa 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
2023
Q4 		– Sell
-1,253
Closed -$296K – 324
2023
Q3 		$296K Sell
1,253
-84
-6% -$19.8K 0.11% 155
2023
Q2 		$302K Sell
1,337
-394
-23% -$82.7K 0.11% 154
2023
Q1 		$332K Sell
1,731
-2,911
-63% -$527K 0.13% 148
2022
Q4 		$819K Sell
4,642
-4,653
-50% -$818K 0.37% 66
2022
Q3 		$1.58M Buy
+9,295
New +$1.74M 0.7% 27

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State Street
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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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Balboa Wealth Partners's VRSK Position: Q4 2023 in Review

Balboa Wealth Partners sold out of Verisk Analytics (VRSK) in Q4 2023, closing a stake of 1,253 shares — an estimated $296K sold.

Balboa Wealth Partners first reported a position in VRSK in Q3 2022 and held it in 5 quarters. The position peaked at $1.58M in Q3 2022. 902 funds tracked by Wall St. Rank hold VRSK as of Q4 2023.

  • Balboa Wealth Partners reported no remaining Verisk Analytics position as of Q4 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,253 Verisk Analytics shares in Q4 2023, an estimated $296K.
  • Balboa Wealth Partners first reported a position in Verisk Analytics in Q3 2022 and held it in 5 quarters.
  • Balboa Wealth Partners's Verisk Analytics position peaked at $1.58M in Q3 2022.
  • 902 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.