Evolution Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Evolution 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
2021 Q4	–	Sell	-18	Closed	-$4K	–	617
2021 Q3	$4K	Hold	18	–	–	﹤0.01%	576
2021 Q2	$3K	Hold	18	–	–	﹤0.01%	610
2021 Q1	$3K	Hold	18	–	–	﹤0.01%	619
2020 Q4	$4K	Hold	18	–	–	﹤0.01%	494
2020 Q3	$3K	Hold	18	–	–	﹤0.01%	516
2020 Q2	$3K	Buy	+18	New	+$2.84K	﹤0.01%	455
2020 Q1	–	Sell	-29	Closed	-$4K	–	640
2019 Q4	$4K	Buy	29 +11	+61%	+$1.63K	﹤0.01%	469
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	380
2019 Q2	$3K	Buy	+18	New	+$2.54K	﹤0.01%	368

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Evolution Wealth Advisors's VRSK Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Verisk Analytics (VRSK) in Q4 2021, closing a stake of 18 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in VRSK in Q2 2019 and held it in 9 quarters. The position peaked at $4K in Q3 2021. 829 funds tracked by Wall St. Rank hold VRSK as of Q4 2021.

Evolution Wealth Advisors reported no remaining Verisk Analytics position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 18 Verisk Analytics shares in Q4 2021, an estimated $4K.
Evolution Wealth Advisors first reported a position in Verisk Analytics in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Verisk Analytics position peaked at $4K in Q3 2021.
829 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.