BDO Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

BDO Wealth Advisors’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 Q2	$14K	Buy	62 +5	+9%	+$1.05K	﹤0.01%	654
2023 Q1	$10.9K	Hold	57	–	–	﹤0.01%	688
2022 Q4	$10.1K	Hold	57	–	–	﹤0.01%	679
2022 Q3	$10K	Sell	57 -9	-14%	-$1.68K	﹤0.01%	716
2022 Q2	$11K	Hold	66	–	–	﹤0.01%	674
2022 Q1	$14K	Hold	66	–	–	﹤0.01%	674
2021 Q4	$15K	Hold	66	–	–	﹤0.01%	676
2021 Q3	$13K	Hold	66	–	–	﹤0.01%	690
2021 Q2	$12K	Sell	66 -15	-19%	-$2.66K	﹤0.01%	729
2021 Q1	$14K	Buy	81 +45	+125%	+$8.24K	﹤0.01%	683
2020 Q4	$7K	Hold	36	–	–	﹤0.01%	603
2020 Q3	$7K	Buy	+36	New	+$6.59K	﹤0.01%	531

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

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BDO Wealth Advisors's VRSK Position: Q2 2023 in Review

BDO Wealth Advisors increased its Verisk Analytics (VRSK) stake by 8.8% in Q2 2023, buying an estimated $1.05K and bringing the position to 62 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

BDO Wealth Advisors first reported a position in VRSK in Q3 2020 and has held it in 12 quarters since. The position peaked at $15K in Q4 2021. 867 funds tracked by Wall St. Rank hold VRSK as of Q2 2023.

BDO Wealth Advisors held 62 shares of Verisk Analytics worth $14K as of Q2 2023.
BDO Wealth Advisors bought 5 Verisk Analytics shares in Q2 2023, an estimated $1.05K.
Verisk Analytics made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #654 holding.
BDO Wealth Advisors first reported a position in Verisk Analytics in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Verisk Analytics position peaked at $15K in Q4 2021.
867 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.