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Baldwin Wealth Partners’s Verisk Analytics VRSK Stock Holding History

Baldwin 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
2024
Q4 		– Sell
-1,548
Closed -$415K – 1006
2024
Q3 		$415K Buy
+1,548
New +$419K 0.03% 221

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Baldwin Wealth Partners's VRSK Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Verisk Analytics (VRSK) in Q4 2024, closing a stake of 1,548 shares — an estimated $415K sold.

Baldwin Wealth Partners first reported a position in VRSK in Q3 2024 and held it in 1 quarter. The position peaked at $415K in Q3 2024. 994 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Verisk Analytics position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,548 Verisk Analytics shares in Q4 2024, an estimated $415K.
  • Baldwin Wealth Partners first reported a position in Verisk Analytics in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Verisk Analytics position peaked at $415K in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.