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Confluence Wealth Services’s Verisk Analytics VRSK Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-266
Closed -$60K – 1145
2021
Q4 		$60K Buy
+266
New +$58K 0.02% 430

Other funds holding VRSK

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Confluence Wealth Services's VRSK Position: Q1 2022 in Review

Confluence Wealth Services sold out of Verisk Analytics (VRSK) in Q1 2022, closing a stake of 266 shares — an estimated $60K sold.

Confluence Wealth Services first reported a position in VRSK in Q4 2021 and held it in 1 quarter. The position peaked at $60K in Q4 2021. 784 funds tracked by Wall St. Rank hold VRSK as of Q1 2022.

  • Confluence Wealth Services reported no remaining Verisk Analytics position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 266 Verisk Analytics shares in Q1 2022, an estimated $60K.
  • Confluence Wealth Services first reported a position in Verisk Analytics in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Verisk Analytics position peaked at $60K in Q4 2021.
  • 784 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.