Belpointe Asset Management’s Verisk Analytics VRSK Stock Holding History

Belpointe Asset 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 Q3	–	Sell	-1,207	Closed	-$273K	–	720
2023 Q2	$273K	Buy	1,207 +474	+65%	+$99.5K	0.03%	486
2023 Q1	$141K	Sell	733 -15	-2%	-$2.72K	0.01%	1113
2022 Q4	$132K	Buy	748 +92	+14%	+$16.2K	0.01%	1090
2022 Q3	$112K	Buy	+656	New	+$123K	0.01%	1110
2022 Q2	–	Sell	-490	Closed	-$105K	–	1279
2022 Q1	$105K	Buy	490 +9	+2%	+$1.77K	0.01%	1198
2021 Q4	$109K	Buy	+481	New	+$105K	0.01%	1153
2021 Q2	–	Sell	-638	Closed	-$113K	–	1183
2021 Q1	$113K	Buy	+638	New	+$117K	0.01%	958

Other funds holding VRSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Belpointe Asset Management's VRSK Position: Q3 2023 in Review

Belpointe Asset Management sold out of Verisk Analytics (VRSK) in Q3 2023, closing a stake of 1,207 shares — an estimated $273K sold.

Belpointe Asset Management first reported a position in VRSK in Q1 2021 and held it in 7 quarters. The position peaked at $273K in Q2 2023. 873 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

Belpointe Asset Management reported no remaining Verisk Analytics position as of Q3 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,207 Verisk Analytics shares in Q3 2023, an estimated $273K.
Belpointe Asset Management first reported a position in Verisk Analytics in Q1 2021 and held it in 7 quarters.
Belpointe Asset Management's Verisk Analytics position peaked at $273K in Q2 2023.
873 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Belpointe Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.