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Castle Wealth Management’s Verisk Analytics VRSK Stock Holding History

Castle 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
2022
Q4 		– Sell
-19
Closed -$3K – 625
2022
Q3 		$3K Hold
19
– – ﹤0.01% 556
2022
Q2 		$3K Buy
+19
New +$3.54K ﹤0.01% 548

Other funds holding VRSK

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Castle Wealth Management's VRSK Position: Q4 2022 in Review

Castle Wealth Management sold out of Verisk Analytics (VRSK) in Q4 2022, closing a stake of 19 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in VRSK in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 786 funds tracked by Wall St. Rank hold VRSK as of Q4 2022.

  • Castle Wealth Management reported no remaining Verisk Analytics position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 19 Verisk Analytics shares in Q4 2022, an estimated $3K.
  • Castle Wealth Management first reported a position in Verisk Analytics in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Verisk Analytics position peaked at $3K in Q3 2022.
  • 786 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.