CWM
VRSK icon

Cornerstone Wealth Management’s Verisk Analytics VRSK Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-23,166
Closed -$278K – 1132
2018
Q3 		$278K Buy
23,166
+27
+0.1% +$3.14K ﹤0.01% 1094
2018
Q2 		$214K Buy
+23,139
New +$2.46M ﹤0.01% 1301

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cornerstone Wealth Management's VRSK Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Verisk Analytics (VRSK) in Q4 2018, closing a stake of 23,166 shares — an estimated $278K sold.

Cornerstone Wealth Management first reported a position in VRSK in Q2 2018 and held it in 2 quarters. The position peaked at $278K in Q3 2018. 599 funds tracked by Wall St. Rank hold VRSK as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Verisk Analytics position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 23,166 Verisk Analytics shares in Q4 2018, an estimated $278K.
  • Cornerstone Wealth Management first reported a position in Verisk Analytics in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Verisk Analytics position peaked at $278K in Q3 2018.
  • 599 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.