CWM
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Curi Wealth Management’s Verisk Analytics VRSK Stock Holding History

Curi 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
2022
Q3 		– Sell
-2
Closed – – 679
2022
Q2 		$0 Hold
2
– – ﹤0.01% 730
2022
Q1 		$0 Hold
2
– – ﹤0.01% 656
2021
Q4 		$0 Buy
+2
New +$436 ﹤0.01% 605
2021
Q1 		– Sell
-3
Closed – – 474
2020
Q4 		$0 Buy
+3
New +$583 ﹤0.01% 515

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Curi Wealth Management's VRSK Position: Q3 2022 in Review

Curi Wealth Management sold out of Verisk Analytics (VRSK) in Q3 2022, closing a stake of 2 shares.

Curi Wealth Management first reported a position in VRSK in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 773 funds tracked by Wall St. Rank hold VRSK as of Q3 2022.

  • Curi Wealth Management reported no remaining Verisk Analytics position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2 Verisk Analytics shares in Q3 2022.
  • Curi Wealth Management first reported a position in Verisk Analytics in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Verisk Analytics position peaked at $0 in Q2 2022.
  • 773 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.