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Colonial Trust Advisors’s Verisk Analytics VRSK Stock Holding History

Colonial Trust 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
2024
Q2 		– Sell
-1
Closed -$236 – 1019
2024
Q1 		$236 Hold
1
– – ﹤0.01% 965
2023
Q4 		$239 Hold
1
– – ﹤0.01% 856
2023
Q3 		$236 Hold
1
– – ﹤0.01% 863
2023
Q2 		$226 Hold
1
– – ﹤0.01% 871
2023
Q1 		$192 Hold
1
– – ﹤0.01% 866
2022
Q4 		$176 Buy
+1
New +$176 ﹤0.01% 879

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Colonial Trust Advisors's VRSK Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Verisk Analytics (VRSK) in Q2 2024, closing a stake of 1 share — an estimated $236 sold.

Colonial Trust Advisors first reported a position in VRSK in Q4 2022 and held it in 6 quarters. The position peaked at $239 in Q4 2023. 947 funds tracked by Wall St. Rank hold VRSK as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Verisk Analytics position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 1 Verisk Analytics share in Q2 2024, an estimated $236.
  • Colonial Trust Advisors first reported a position in Verisk Analytics in Q4 2022 and held it in 6 quarters.
  • Colonial Trust Advisors's Verisk Analytics position peaked at $239 in Q4 2023.
  • 947 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.