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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
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

CFM Wealth Partners's VRSK Position: Q2 2022 in Review

CFM Wealth Partners sold out of Verisk Analytics (VRSK) in Q2 2022, closing a stake of 1,263 shares — an estimated $271K sold.

CFM Wealth Partners first reported a position in VRSK in Q4 2019 and held it in 10 quarters. The position peaked at $284K in Q4 2020. 775 funds tracked by Wall St. Rank hold VRSK as of Q2 2022.

  • CFM Wealth Partners reported no remaining Verisk Analytics position as of Q2 2022 after selling out during the quarter.
  • CFM Wealth Partners sold 1,263 Verisk Analytics shares in Q2 2022, an estimated $271K.
  • CFM Wealth Partners first reported a position in Verisk Analytics in Q4 2019 and held it in 10 quarters.
  • CFM Wealth Partners's Verisk Analytics position peaked at $284K in Q4 2020.
  • 775 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.