Capital Directions Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Capital Directions Investment 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 Q4	$30K	Buy	+170	New	+$29.9K	0.01%	153
2022 Q3	–	Sell	-170	Closed	-$31.8K	–	138
2022 Q2	$29K	Hold	170	–	–	0.01%	154
2022 Q1	$36K	Buy	+170	New	+$33.5K	0.01%	167
2021 Q4	–	Sell	-170	Closed	-$34K	–	231
2021 Q3	$34K	Sell	170 -100	-37%	-$19.4K	0.01%	161
2021 Q2	$47K	Buy	+270	New	+$47.9K	0.01%	125
2021 Q1	–	Sell	-170	Closed	-$35K	–	356
2020 Q4	$35K	Hold	170	–	–	0.01%	126
2020 Q3	$32K	Hold	170	–	–	0.01%	127
2020 Q2	$29K	Hold	170	–	–	0.01%	132
2020 Q1	$24K	Hold	170	–	–	0.01%	149
2019 Q4	$25K	Hold	170	–	–	0.01%	178
2019 Q3	$27K	Buy	+170	New	+$26.4K	0.01%	169

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Directions Investment Advisors's VRSK Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Verisk Analytics (VRSK) in Q4 2022: 170 shares worth $30K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VRSK as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VRSK in Q3 2019 and has held it in 11 quarters since. The position peaked at $47K in Q2 2021. 788 funds tracked by Wall St. Rank hold VRSK as of Q4 2022.

Capital Directions Investment Advisors held 170 shares of Verisk Analytics worth $30K as of Q4 2022.
Verisk Analytics was a new Capital Directions Investment Advisors position in Q4 2022.
Verisk Analytics made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #153 holding.
Capital Directions Investment Advisors first reported a position in Verisk Analytics in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's Verisk Analytics position peaked at $47K in Q2 2021.
788 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.