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Centerpoint Advisors’s Verisk Analytics VRSK Stock Holding History

Centerpoint 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
2023
Q4 		– Sell
-5
Closed -$1K – 608
2023
Q3 		$1K Hold
5
– – ﹤0.01% 549
2023
Q2 		$1K Hold
5
– – ﹤0.01% 548
2023
Q1 		$1K Buy
+5
New +$906 ﹤0.01% 540
2018
Q3 		– Sell
-30
Closed -$3K – 358
2018
Q2 		$3K Buy
+30
New +$3.19K ﹤0.01% 269

Other funds holding VRSK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Centerpoint Advisors's VRSK Position: Q4 2023 in Review

Centerpoint Advisors sold out of Verisk Analytics (VRSK) in Q4 2023, closing a stake of 5 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in VRSK in Q2 2018 and held it in 4 quarters. The position peaked at $3K in Q2 2018. 902 funds tracked by Wall St. Rank hold VRSK as of Q4 2023.

  • Centerpoint Advisors reported no remaining Verisk Analytics position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 5 Verisk Analytics shares in Q4 2023, an estimated $1K.
  • Centerpoint Advisors first reported a position in Verisk Analytics in Q2 2018 and held it in 4 quarters.
  • Centerpoint Advisors's Verisk Analytics position peaked at $3K in Q2 2018.
  • 902 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.