CWP
VRSK icon

CFM Wealth Partners’s Verisk Analytics VRSK Stock Holding History

CFM Wealth Partners’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
Q2 		– Sell
-1,263
Closed -$271K – 186
2022
Q1 		$271K Hold
1,263
– – 0.06% 155
2021
Q4 		$279K Hold
1,263
– – 0.06% 151
2021
Q3 		$252K Hold
1,263
– – 0.06% 159
2021
Q2 		$221K Sell
1,263
-3
-0.2% -$532 0.06% 163
2021
Q1 		$224K Sell
1,266
-100
-7% -$18.3K 0.07% 153
2020
Q4 		$284K Sell
1,366
-27
-2% -$5.25K 0.09% 121
2020
Q3 		$258K Hold
1,393
– – 0.09% 121
2020
Q2 		$237K Sell
1,393
-94
-6% -$14.9K 0.09% 131
2020
Q1 		$207K Hold
1,487
– – 0.1% 124
2019
Q4 		$239K Buy
+1,487
New +$220K 0.09% 132

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
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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return