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Clarus Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Clarus Wealth 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
2020
Q4 		– Sell
-1,745
Closed -$314K – 147
2020
Q3 		$314K Buy
+1,745
New +$319K 0.24% 91

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Franklin Resources
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Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Clarus Wealth Advisors's VRSK Position: Q4 2020 in Review

Clarus Wealth Advisors sold out of Verisk Analytics (VRSK) in Q4 2020, closing a stake of 1,745 shares — an estimated $314K sold.

Clarus Wealth Advisors first reported a position in VRSK in Q3 2020 and held it in 1 quarter. The position peaked at $314K in Q3 2020. 781 funds tracked by Wall St. Rank hold VRSK as of Q4 2020.

  • Clarus Wealth Advisors reported no remaining Verisk Analytics position as of Q4 2020 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,745 Verisk Analytics shares in Q4 2020, an estimated $314K.
  • Clarus Wealth Advisors first reported a position in Verisk Analytics in Q3 2020 and held it in 1 quarter.
  • Clarus Wealth Advisors's Verisk Analytics position peaked at $314K in Q3 2020.
  • 781 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2020.

Based on Clarus Wealth Advisors's 13F filing for Q4 2020, filed 12 Jan 2021.