EWA
VRSK icon

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 – 620
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 – 641
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return