First Allied Advisory Services’s Verisk Analytics VRSK Stock Holding History

First Allied Advisory Services’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
2020 Q3	$2.21M	Buy	11,948 +1,806	+18%	+$331K	0.07%	275
2020 Q2	$1.73M	Buy	10,142 +2,237	+28%	+$353K	0.06%	314
2020 Q1	$1.1M	Sell	7,905 -1,647	-17%	-$258K	0.05%	369
2019 Q4	$1.43M	Buy	9,552 +2,173	+29%	+$322K	0.05%	378
2019 Q3	$1.17M	Buy	7,379 +246	+3%	+$38.2K	0.04%	426
2019 Q2	$1.04M	Buy	7,133 +82	+1%	+$11.6K	0.04%	454
2019 Q1	$938K	Buy	7,051 +265	+4%	+$32.2K	0.03%	472
2018 Q4	$741K	Buy	6,786 +16	+0.2%	+$1.87K	0.03%	492
2018 Q3	$816K	Sell	6,770 -7	-0.1%	-$814	0.03%	540
2018 Q2	$730K	Sell	6,777 -6,899	-50%	-$734K	0.03%	547
2018 Q1	$1.43M	Sell	13,676 -287	-2%	-$28.6K	0.06%	357
2017 Q4	$1.34M	Buy	13,963 +1,022	+8%	+$92.5K	0.05%	372
2017 Q3	$1.07M	Sell	12,941 -118	-0.9%	-$9.78K	0.05%	394
2017 Q2	$1.1M	Buy	13,059 +160	+1%	+$13K	0.05%	400
2017 Q1	$1.05M	Buy	12,899 +246	+2%	+$20.2K	0.05%	359
2016 Q4	$1.03M	Buy	12,653 +6,738	+114%	+$552K	0.05%	371
2016 Q3	$481K	Sell	5,915 -1,236	-17%	-$102K	0.03%	580
2016 Q2	$578K	Buy	7,151 +99	+1%	+$7.77K	0.03%	498
2016 Q1	$560K	Buy	7,052 +124	+2%	+$9.06K	0.03%	515
2015 Q4	$534K	Sell	6,928 -1,596	-19%	-$121K	0.03%	557
2015 Q3	$629K	Buy	8,524 +2,633	+45%	+$196K	0.03%	494
2015 Q2	$429K	Sell	5,891 -82	-1%	-$6.03K	0.02%	671
2015 Q1	$427K	Sell	5,973 -5,519	-48%	-$373K	0.03%	628
2014 Q4	$737K	Buy	11,492 +5,570	+94%	+$347K	0.05%	415
2014 Q3	$359K	Sell	5,922 -569	-9%	-$35.5K	0.03%	653
2014 Q2	$389K	Buy	6,491 +94	+1%	+$5.62K	0.03%	615
2014 Q1	$381K	Sell	6,397 -5,959	-48%	-$377K	0.03%	617
2013 Q4	$815K	Buy	12,356 +6,406	+108%	+$421K	0.07%	348
2013 Q3	$387K	Sell	5,950 -14,643	-71%	-$924K	0.02%	638
2013 Q2	$1.23M	Buy	+20,593	New	+$1.23M	0.1%	229

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

First Allied Advisory Services's VRSK Position: Q3 2020 in Review

First Allied Advisory Services increased its Verisk Analytics (VRSK) stake by 18% in Q3 2020, buying an estimated $331K and bringing the position to 11,948 shares worth $2.21M. The position accounts for 0.07% of the portfolio, ranked #275.

First Allied Advisory Services first reported a position in VRSK in Q2 2013 and has held it in 30 quarters since. 734 funds tracked by Wall St. Rank hold VRSK as of Q3 2020.

First Allied Advisory Services held 11,948 shares of Verisk Analytics worth $2.21M as of Q3 2020.
First Allied Advisory Services bought 1,806 Verisk Analytics shares in Q3 2020, an estimated $331K.
Verisk Analytics made up 0.07% of First Allied Advisory Services's portfolio in Q3 2020, its #275 holding.
First Allied Advisory Services first reported a position in Verisk Analytics in Q2 2013 and has held it in 30 quarters since.
734 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.