EWM
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Executive Wealth Management’s Verisk Analytics VRSK Stock Holding History

Executive 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
2019
Q3 		– Sell
-293
Closed -$43K – 780
2019
Q2 		$43K Hold
293
– – 0.01% 325
2019
Q1 		$39K Sell
293
-6
-2% -$730 0.01% 308
2018
Q4 		$33K Buy
+299
New +$35K 0.01% 351

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Executive Wealth Management's VRSK Position: Q3 2019 in Review

Executive Wealth Management sold out of Verisk Analytics (VRSK) in Q3 2019, closing a stake of 293 shares — an estimated $43K sold.

Executive Wealth Management first reported a position in VRSK in Q4 2018 and held it in 3 quarters. The position peaked at $43K in Q2 2019. 676 funds tracked by Wall St. Rank hold VRSK as of Q3 2019.

  • Executive Wealth Management reported no remaining Verisk Analytics position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 293 Verisk Analytics shares in Q3 2019, an estimated $43K.
  • Executive Wealth Management first reported a position in Verisk Analytics in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Verisk Analytics position peaked at $43K in Q2 2019.
  • 676 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.