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BKM Wealth Management’s Verisk Analytics VRSK Stock Holding History

BKM 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
2024
Q1 		– Sell
-30
Closed -$7.17K – 551
2023
Q4 		$7.17K Buy
+30
New +$7.1K ﹤0.01% 484

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BKM Wealth Management's VRSK Position: Q1 2024 in Review

BKM Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2024, closing a stake of 30 shares — an estimated $7.17K sold.

BKM Wealth Management first reported a position in VRSK in Q4 2023 and held it in 1 quarter. The position peaked at $7.17K in Q4 2023. 936 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • BKM Wealth Management reported no remaining Verisk Analytics position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 30 Verisk Analytics shares in Q1 2024, an estimated $7.17K.
  • BKM Wealth Management first reported a position in Verisk Analytics in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Verisk Analytics position peaked at $7.17K in Q4 2023.
  • 936 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.