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First Foundation Advisors’s Verisk Analytics VRSK Stock Holding History

First Foundation 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
2022
Q3 		– Sell
-2,235
Closed -$387K – 424
2022
Q2 		$387K Sell
2,235
-635
-22% -$118K 0.02% 277
2022
Q1 		$616K Sell
2,870
-715
-20% -$141K 0.02% 240
2021
Q4 		$820K Buy
3,585
+17
+0.5% +$3.71K 0.03% 218
2021
Q3 		$715K Buy
3,568
+451
+14% +$87.4K 0.03% 232
2021
Q2 		$545K Buy
+3,117
New +$553K 0.02% 272

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Foundation Advisors's VRSK Position: Q3 2022 in Review

First Foundation Advisors sold out of Verisk Analytics (VRSK) in Q3 2022, closing a stake of 2,235 shares — an estimated $387K sold.

First Foundation Advisors first reported a position in VRSK in Q2 2021 and held it in 5 quarters. The position peaked at $820K in Q4 2021. 773 funds tracked by Wall St. Rank hold VRSK as of Q3 2022.

  • First Foundation Advisors reported no remaining Verisk Analytics position as of Q3 2022 after selling out during the quarter.
  • First Foundation Advisors sold 2,235 Verisk Analytics shares in Q3 2022, an estimated $387K.
  • First Foundation Advisors first reported a position in Verisk Analytics in Q2 2021 and held it in 5 quarters.
  • First Foundation Advisors's Verisk Analytics position peaked at $820K in Q4 2021.
  • 773 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2022.

Based on First Foundation Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.