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Buckingham Strategic Wealth’s Verisk Analytics VRSK Stock Holding History

Buckingham Strategic Wealth’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
2020
Q1 		– Sell
-1,383
Closed -$207K – 517
2019
Q4 		$207K Buy
1,383
+99
+8% +$14.7K 0.02% 436
2019
Q3 		$203K Buy
+1,284
New +$199K 0.02% 403
2019
Q1 		– Sell
-1,850
Closed -$202K – 428
2018
Q4 		$202K Sell
1,850
-275
-13% -$32.1K 0.03% 326
2018
Q3 		$256K Buy
2,125
+100
+5% +$11.6K 0.04% 294
2018
Q2 		$218K Hold
2,025
– – 0.04% 330
2018
Q1 		$211K Buy
+2,025
New +$202K 0.04% 284

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buckingham Strategic Wealth's VRSK Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of Verisk Analytics (VRSK) in Q1 2020, closing a stake of 1,383 shares — an estimated $207K sold.

Buckingham Strategic Wealth first reported a position in VRSK in Q1 2018 and held it in 6 quarters. The position peaked at $256K in Q3 2018. 647 funds tracked by Wall St. Rank hold VRSK as of Q1 2020.

  • Buckingham Strategic Wealth reported no remaining Verisk Analytics position as of Q1 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 1,383 Verisk Analytics shares in Q1 2020, an estimated $207K.
  • Buckingham Strategic Wealth first reported a position in Verisk Analytics in Q1 2018 and held it in 6 quarters.
  • Buckingham Strategic Wealth's Verisk Analytics position peaked at $256K in Q3 2018.
  • 647 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.