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Delos Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Delos Wealth 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
Q1 		– Sell
-2
Closed -$478 – 469
2023
Q4 		$478 Hold
2
– – ﹤0.01% 261
2023
Q3 		$485 Hold
2
– – ﹤0.01% 296
2023
Q2 		$453 Hold
2
– – ﹤0.01% 300
2023
Q1 		$384 Hold
2
– – ﹤0.01% 323
2022
Q4 		$353 Hold
2
– – ﹤0.01% 335
2022
Q3 		$0 Buy
+2
New +$374 ﹤0.01% 388

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Delos Wealth Advisors's VRSK Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Verisk Analytics (VRSK) in Q1 2024, closing a stake of 2 shares — an estimated $478 sold.

Delos Wealth Advisors first reported a position in VRSK in Q3 2022 and held it in 6 quarters. The position peaked at $485 in Q3 2023. 937 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Verisk Analytics position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 2 Verisk Analytics shares in Q1 2024, an estimated $478.
  • Delos Wealth Advisors first reported a position in Verisk Analytics in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Verisk Analytics position peaked at $485 in Q3 2023.
  • 937 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.