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Copperwynd Financial’s Verisk Analytics VRSK Stock Holding History

Copperwynd Financial’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
Q1 		– Sell
-10,232
Closed -$1.53M – 111
2019
Q4 		$1.53M Sell
10,232
-525
-5% -$77.8K 0.81% 32
2019
Q3 		$1.5M Sell
10,757
-35,235
-77% -$5.47M 0.85% 27
2019
Q2 		$6.74M Buy
+45,992
New +$6.49M 3.87% 12

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
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 $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Copperwynd Financial's VRSK Position: Q1 2020 in Review

Copperwynd Financial sold out of Verisk Analytics (VRSK) in Q1 2020, closing a stake of 10,232 shares — an estimated $1.53M sold.

Copperwynd Financial first reported a position in VRSK in Q2 2019 and held it in 3 quarters. The position peaked at $6.74M in Q2 2019. 648 funds tracked by Wall St. Rank hold VRSK as of Q1 2020.

  • Copperwynd Financial reported no remaining Verisk Analytics position as of Q1 2020 after selling out during the quarter.
  • Copperwynd Financial sold 10,232 Verisk Analytics shares in Q1 2020, an estimated $1.53M.
  • Copperwynd Financial first reported a position in Verisk Analytics in Q2 2019 and held it in 3 quarters.
  • Copperwynd Financial's Verisk Analytics position peaked at $6.74M in Q2 2019.
  • 648 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2020.

Based on Copperwynd Financial's 13F filing for Q1 2020, filed 11 May 2020.