Baystate Wealth Management’s Verisk Analytics VRSK Stock Holding History

Baystate 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
2023 Q4	$1.93K	Hold	8	–	–	﹤0.01%	1069
2023 Q3	$1.91K	Hold	8	–	–	﹤0.01%	807
2023 Q2	$1.82K	Hold	8	–	–	﹤0.01%	854
2023 Q1	$1.55K	Hold	8	–	–	﹤0.01%	874
2022 Q4	$1K	Hold	8	–	–	﹤0.01%	924
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	867
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	882
2022 Q1	$2K	Hold	8	–	–	﹤0.01%	783
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	787
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	710
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	780
2021 Q1	$1K	Buy	+8	New	+$1.47K	﹤0.01%	708

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Baystate Wealth Management's VRSK Position: Q4 2023 in Review

Baystate Wealth Management held its Verisk Analytics (VRSK) position steady in Q4 2023 at 8 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Baystate Wealth Management first reported a position in VRSK in Q1 2021 and has held it in 12 quarters since. The position peaked at $2K in Q1 2022. 902 funds tracked by Wall St. Rank hold VRSK as of Q4 2023.

Baystate Wealth Management held 8 shares of Verisk Analytics worth $1.93K as of Q4 2023.
Baystate Wealth Management left its Verisk Analytics share count unchanged in Q4 2023.
Verisk Analytics made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1069 holding.
Baystate Wealth Management first reported a position in Verisk Analytics in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's Verisk Analytics position peaked at $2K in Q1 2022.
902 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.