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FCA
FinTrust Capital Advisors’s
Verisk Analytics
VRSK
Stock Holding History
FinTrust Capital 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
2024
Q3
$23.3K
Hold
87
–
–
﹤0.01%
773
2024
Q2
$23.5K
Buy
87
+12
+16%
+$2.94K
﹤0.01%
729
2024
Q1
$17.7K
Hold
75
–
–
﹤0.01%
758
2023
Q4
$17.9K
Sell
75
-3
-4%
-$710
﹤0.01%
718
2023
Q3
$18.4K
Sell
78
-13
-14%
-$3.06K
﹤0.01%
673
2023
Q2
$16.1K
Hold
91
–
–
﹤0.01%
691
2023
Q1
$16.1K
Hold
91
–
–
﹤0.01%
689
2022
Q4
$16.1K
Hold
91
–
–
﹤0.01%
686
2022
Q3
$16K
Buy
91
+17
+23%
+$3.18K
﹤0.01%
775
2022
Q2
$14K
Buy
+74
New
+$13.8K
﹤0.01%
806
2021
Q1
–
Sell
-40
Closed
-$8K
–
1179
2020
Q4
$8K
Sell
40
-5
-11%
-$972
﹤0.01%
905
2020
Q3
$8
Hold
45
–
–
﹤0.01%
871
2020
Q2
$8K
Hold
45
–
–
﹤0.01%
770
2020
Q1
$6K
Sell
45
-121
-73%
-$19K
﹤0.01%
860
2019
Q4
$25K
Sell
166
-225
-58%
-$33.3K
0.01%
595
2019
Q3
$62K
Buy
391
+166
+74%
+$25.8K
0.03%
408
2019
Q2
$33K
Sell
225
-88
-28%
-$12.4K
0.01%
499
2019
Q1
$42K
Hold
313
–
–
0.02%
426
2018
Q4
$34K
Buy
+313
New
+$36.6K
0.02%
466
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Parnassus Investments
San Francisco, California
$34.1B AUM
20.22%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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