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Dynamic Advisor Solutions’s Verisk Analytics VRSK Stock Holding History

Dynamic Advisor Solutions’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
Q2 		– Sell
-2,256
Closed -$532K – 1003
2024
Q1 		$532K Buy
2,256
+17
+0.8% +$4.08K 0.02% 587
2023
Q4 		$523K Sell
2,239
-11
-0.5% -$2.6K 0.02% 566
2023
Q3 		$532K Buy
2,250
+97
+5% +$22.9K 0.03% 503
2023
Q2 		$487K Buy
2,153
+7
+0.3% +$1.47K 0.03% 506
2023
Q1 		$412K Sell
2,146
-17
-0.8% -$3.08K 0.02% 518
2022
Q4 		$382K Sell
2,163
-164
-7% -$28.8K 0.03% 505
2022
Q3 		$397K Buy
2,327
+12
+0.5% +$2.24K 0.03% 443
2022
Q2 		$401K Sell
2,315
-8
-0.3% -$1.49K 0.03% 457
2022
Q1 		$499K Sell
2,323
-34
-1% -$6.7K 0.03% 438
2021
Q4 		$539K Buy
2,357
+157
+7% +$34.3K 0.04% 405
2021
Q3 		$441K Buy
2,200
+116
+6% +$22.5K 0.03% 479
2021
Q2 		$364K Buy
2,084
+55
+3% +$9.76K 0.03% 498
2021
Q1 		$359K Sell
2,029
-217
-10% -$39.7K 0.03% 463
2020
Q4 		$466K Buy
2,246
+39
+2% +$7.58K 0.04% 375
2020
Q3 		$409K Buy
2,207
+7
+0.3% +$1.28K 0.05% 354
2020
Q2 		$374K Hold
2,200
– – 0.05% 342
2020
Q1 		$307K Hold
2,200
– – 0.06% 333
2019
Q4 		$329K Buy
2,200
+100
+5% +$14.8K 0.04% 394
2019
Q3 		$332K Hold
2,100
– – 0.05% 356
2019
Q2 		$308K Hold
2,100
– – 0.05% 357
2019
Q1 		$279K Hold
2,100
– – 0.05% 318
2018
Q4 		$246K Hold
2,100
– – 0.05% 318
2018
Q3 		$253K Hold
2,100
– – 0.05% 336
2018
Q2 		$226K Hold
2,100
– – 0.05% 351
2018
Q1 		$218K Buy
+2,100
New +$210K 0.06% 321

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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

Dynamic Advisor Solutions's VRSK Position: Q2 2024 in Review

Dynamic Advisor Solutions sold out of Verisk Analytics (VRSK) in Q2 2024, closing a stake of 2,256 shares — an estimated $532K sold.

Dynamic Advisor Solutions first reported a position in VRSK in Q1 2018 and held it in 25 quarters. The position peaked at $539K in Q4 2021. 948 funds tracked by Wall St. Rank hold VRSK as of Q2 2024.

  • Dynamic Advisor Solutions reported no remaining Verisk Analytics position as of Q2 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,256 Verisk Analytics shares in Q2 2024, an estimated $532K.
  • Dynamic Advisor Solutions first reported a position in Verisk Analytics in Q1 2018 and held it in 25 quarters.
  • Dynamic Advisor Solutions's Verisk Analytics position peaked at $539K in Q4 2021.
  • 948 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2024, filed 15 Jul 2024.