EHWM
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Eads & Heald Wealth Management’s Verisk Analytics VRSK Stock Holding History

Eads & Heald 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
2023
Q1 		– Sell
-1,617
Closed -$285K – 150
2022
Q4 		$285K Sell
1,617
-1,874
-54% -$329K 0.15% 130
2022
Q3 		$595K Sell
3,491
-386
-10% -$72.1K 0.34% 103
2022
Q2 		$671K Sell
3,877
-3,247
-46% -$606K 0.36% 99
2022
Q1 		$1.53M Sell
7,124
-1,183
-14% -$233K 0.71% 66
2021
Q4 		$1.9M Buy
8,307
+151
+2% +$32.9K 0.83% 57
2021
Q3 		$1.63M Buy
+8,156
New +$1.58M 0.79% 60

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Eads & Heald Wealth Management's VRSK Position: Q1 2023 in Review

Eads & Heald Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2023, closing a stake of 1,617 shares — an estimated $285K sold.

Eads & Heald Wealth Management first reported a position in VRSK in Q3 2021 and held it in 6 quarters. The position peaked at $1.9M in Q4 2021. 797 funds tracked by Wall St. Rank hold VRSK as of Q1 2023.

  • Eads & Heald Wealth Management reported no remaining Verisk Analytics position as of Q1 2023 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 1,617 Verisk Analytics shares in Q1 2023, an estimated $285K.
  • Eads & Heald Wealth Management first reported a position in Verisk Analytics in Q3 2021 and held it in 6 quarters.
  • Eads & Heald Wealth Management's Verisk Analytics position peaked at $1.9M in Q4 2021.
  • 797 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2023.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.