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Cherry Tree Wealth Management’s Verisk Analytics VRSK Stock Holding History

Cherry Tree 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
2024
Q1 		– Sell
-20
Closed -$4.78K – 623
2023
Q4 		$4.78K Hold
20
– – ﹤0.01% 433
2023
Q3 		$4.72K Sell
20
-2
-9% -$471 ﹤0.01% 408
2023
Q2 		$4.86K Buy
+22
New +$4.62K ﹤0.01% 402

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

Cherry Tree Wealth Management's VRSK Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2024, closing a stake of 20 shares — an estimated $4.78K sold.

Cherry Tree Wealth Management first reported a position in VRSK in Q2 2023 and held it in 3 quarters. The position peaked at $4.86K in Q2 2023. 936 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Verisk Analytics position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 20 Verisk Analytics shares in Q1 2024, an estimated $4.78K.
  • Cherry Tree Wealth Management first reported a position in Verisk Analytics in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Verisk Analytics position peaked at $4.86K in Q2 2023.
  • 936 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.