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Fiduciary Alliance’s Verisk Analytics VRSK Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-161
Closed -$36.4K – 930
2023
Q2 		$36.4K Buy
+161
New +$33.8K 0.01% 352
2023
Q1 		– Sell
-161
Closed -$28.4K – 852
2022
Q4 		$28.4K Buy
+161
New +$28.3K 0.01% 274

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fiduciary Alliance's VRSK Position: Q3 2023 in Review

Fiduciary Alliance sold out of Verisk Analytics (VRSK) in Q3 2023, closing a stake of 161 shares — an estimated $36.4K sold.

Fiduciary Alliance first reported a position in VRSK in Q4 2022 and held it in 2 quarters. The position peaked at $36.4K in Q2 2023. 874 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

  • Fiduciary Alliance reported no remaining Verisk Analytics position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 161 Verisk Analytics shares in Q3 2023, an estimated $36.4K.
  • Fiduciary Alliance first reported a position in Verisk Analytics in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Verisk Analytics position peaked at $36.4K in Q2 2023.
  • 874 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.