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Beaumont Financial Advisors’s Verisk Analytics VRSK Stock Holding History

Beaumont Financial 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
2022
Q1 		– Sell
-892
Closed -$204K – 386
2021
Q4 		$204K Buy
+892
New +$195K 0.01% 343

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Beaumont Financial Advisors's VRSK Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of Verisk Analytics (VRSK) in Q1 2022, closing a stake of 892 shares — an estimated $204K sold.

Beaumont Financial Advisors first reported a position in VRSK in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 784 funds tracked by Wall St. Rank hold VRSK as of Q1 2022.

  • Beaumont Financial Advisors reported no remaining Verisk Analytics position as of Q1 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 892 Verisk Analytics shares in Q1 2022, an estimated $204K.
  • Beaumont Financial Advisors first reported a position in Verisk Analytics in Q4 2021 and held it in 1 quarter.
  • Beaumont Financial Advisors's Verisk Analytics position peaked at $204K in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.